Wealth Relationship Advisor

About the RoleWe’re seeking a Wealth Advisor to join a growing, independent wealth management practice serving the DC Metro area. You’ll advise federal government professionals and contractors, helping them plan and manage their wealth with a long-term perspective.

Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
What You’ll DoServe as the primary relationship manager for clients, typically in the $3-8M rangeBuild your book through business development and referralsCollaborate with in-house planning and operations teams to deliver a seamless client experienceCoordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards
What We’re Looking ForSeries 65 (required)Portable book of business, or the capacity to grow into oneStrong intellect, curiosity, and a relationship-first approachSolid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory settingTrack record of retaining clients and cultivating new ones through trust-based relationshipsExperience with federal employees or government contractors is a plusCFA designation xzbcwsv is a plusOpen to advisors at any career stage
What We OfferFull back-office support, including client service, planning, and tradingCompetitive compensation structure, customized to your experienceFlexible, largely remote work setup with in-person collaboration about once a weekOpen to candidates anywhere in the DMV