Wealth Management Advisor

Senior Wealth Advisor ~ Washington, D.C. area Financial Services$100k-$130k, plus great benefits, growing company!

My client is growing financial services firm located in the Washington, D.C. area. with a need for a Senior Wealth Advisor to join their experienced team! This Senior Wealth Advisor will help clients achieve their financial goals through assessing their needs and providing appropriate financial product solutions. The Senior Wealth Advisor will be responsible for servicing existing high-net worth clients, developing relationships with clients and building rapport to develop financial strategies for obtaining wealth management and risk management goals
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Building client relationships and servicing accountsBuild and implement financial plans and wealth strategiesMaintain an in-depth understanding of financial planning, investments, and tax planningGuiding clients through the financial planning processProvide advice on investment strategies and annual objectivesStay update to date on current market changes and products changesMaintain compliance with all regulatory lawsConduct research in preparation of client meetin
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Requirements:3 + years’ experienceBS/BA degreeCertified Financial Planner (CFP)Have an active Series 6, 7, 63, or 65Active Life and Health Insurance licenses is a p

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Interested candidates in this Wealth Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn or email justin.decker@roberthal
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