Job Description
Join Washington DC's premier wealth management firm as a Senior Financial Advisor and transform your career in finance. We're seeking a driven professional to build high-net-worth portfolios for clients in the nation's capital. Enjoy unmatched mentorship, cutting-edge technology, and uncapped earning potential in a collaborative environment.
As a key member of our advisory team, you'll design bespoke financial strategies aligned with client goals while leveraging our established referral network. This role combines deep financial expertise with relationship-building excellence in one of the world's most dynamic markets.
Responsibilities
- Develop comprehensive financial plans for HNW clients (avg. $2M+ AUM)
- Execute multi-asset investment strategies including equities, alternatives, and private placements
- Drive client acquisition through high-touch networking and industry events
- Collaborate with tax/legal specialists to optimize estate planning solutions
- Maintain FINRA Series 7, 66, and CFP certifications
- Utilize CRM platform to track client lifecycle and performance metrics
Qualifications
- 5+ years of financial advisory experience with $1M+ AUM
- CFP or CFA designation strongly preferred
- Proven track record in high-net-worth client acquisition
- Expertise in retirement planning, tax-efficient investing, and estate strategies
- Exceptional communication skills with executive clientele
- FINRA Series 7 & 66 licenses (active)
- Experience with portfolio management platforms (e.g., Envestnet, MoneyGuidePro)