Job Description
Join Washington's premier wealth management firm as a Senior Financial Advisor. We're seeking a dynamic expert to build high-net-worth portfolios for DC's elite professionals and entrepreneurs. Enjoy unlimited earning potential with uncapped commissions, comprehensive benefits, and access to institutional-grade research platforms. Our culture combines Wall Street rigor with Main Street values in a prestigious downtown location.
What we offer:
- Uncapped commission structure with $150K base salary
- Top-tier health/dental/vision insurance
- 16% 401(k) match with immediate vesting
- Annual $15K professional development stipend
- Hybrid work model with flexible schedule
Responsibilities
- Develop comprehensive financial plans for HNW clients ($1M+ AUM)
- Manage diversified investment portfolios using proprietary strategies
- Conduct quarterly portfolio reviews and tax optimization sessions
- Build and maintain referral network with DC professionals
- Comply with SEC/FINRA regulations and firm protocols
- Utilize CRM system for client relationship management
- Mentor junior advisors on advanced financial techniques
Qualifications
- 7+ years of financial advisory experience
- CFP, CFA, or CIMA designation required
- Proven track record with $50M+ AUM
- Series 7, 66, and state securities licenses
- Advanced knowledge of estate/tax planning strategies
- Exceptional presentation and communication skills
- Bachelor's degree in Finance, Economics, or related field
- Experience serving DC-area professionals preferred