Job Description
Join Washington DC's premier wealth management firm as a Senior Financial Advisor. We're seeking a dynamic professional to build high-net-worth client portfolios while enjoying industry-leading compensation and exclusive growth opportunities. Our boutique firm combines cutting-edge fintech solutions with personalized service to deliver exceptional financial outcomes.
Benefits include unlimited commission potential, comprehensive health insurance, 401(k) matching, and dedicated CE support. Work in our prestigious K Street location with direct access to DC's financial elite.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Manage investment portfolios exceeding $50M in assets under management
- Drive client acquisition through strategic networking and referral programs
- Ensure compliance with SEC/FINRA regulations and fiduciary standards
- Leverage proprietary AI-driven wealth management tools
- Mentor junior advisors and contribute to firm growth initiatives
- Present quarterly portfolio reviews and market analysis to clients
Qualifications
- 7+ years of financial advisory experience with high-net-worth clients
- CFPĀ®, CFA, or ChFC designation required
- Proven track record of exceeding sales targets ($1M+ annual production)
- Strong network of DC-area professionals and affluent clients
- Expertise in estate planning, tax optimization, and alternative investments
- Series 7, 66, and state securities licenses in good standing
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)