Private Wealth Advisor

On behalf of our client, a growing independent RIA in the Washington, DC metro area, we’re seeking an experienced Wealth Advisor to join a collaborative, client-centered advisory team. This high-impact role suits a relationship-driven financial planner who is equally comfortable deepening existing client relationships and developing new business. The incoming advisor will take a lead role in transitioning a retiring advisor’s established book of business, while also working inbound leads and building their own book over time.

The firm has no plans to sell and offers a clear path to equity participation for the right long-term candidate.

• Serve as the lead advisor and primary point of contact for assigned client relationships
• Develop and present comprehensive financial plans and ongoing planning recommendations
• Conduct regular client review meetings and proactively identify planning opportunities
• Coordinate retirement, tax, estate, education, insurance, and investment planning strategies
• Collaborate with the firm’s dedicated tax, financial planning, and investment teams
• Manage client onboarding and transitions, including the transition of a retiring advisor’s book
• Provide guidance on portfolio construction and investment implementation
• Review planning analyses and recommendations prepared by associates
• Participate in business development, referral relationships, and proactive prospecting
• Participate in the firm’s Investment Committee
• Use technology platforms to deliver efficient, high-quality client service
• Convert inbound leads into long-term client relationships

• CFP certification in good standing (candidates actively pursuing the CFP who hold other advanced designations will be considered)
• 5+ years of experience in wealth management, financial planning, or investment advisory services
• Experience leading client meetings and managing ongoing client relationships
• Strong knowledge of retirement, tax, estate, investment, and risk management planning
• Proficiency with eMoney or a comparable financial planning platform
• Excellent verbal, written, and interpersonal communication skills
• Strong presentation and consultative relationship-building abilities
• High attention to detail and strong organizational skills
• Ability to manage multiple client relationships at once
• Integrity, professionalism, and a commitment to client confidentiality
• Orientation toward both relationship management and proactive business development
• Long-term career mindset with interest in a succession or equity opportunity
• Must pass a background check

• Experience in an independent RIA environment
• Experience with Tamarac, Nitrogen, Morningstar Advisor Workstation, or similar platforms
• CPA, CFA, EA, or other advanced professional designations
• Experience working with business owners, executives, and high-net-worth families
• Proven track record of client retention and business development
• Series 7 and/or Series 63 licenses
• Existing portable book of business

• Base salary of $150,000 - $175,000 for the first two years (negotiable based on experience)
• After year two, compensation moves to a performance-based structure built on self-generated production plus total production under management, with significant upside for advisors with a mature book
• Potential equity buy-in opportunity for long-term performers
• Health insurance (multiple plan options), dental, and vision
• 401(k) with company match
• Unlimited PTO
• Benefits begin the first of the month after your start date
• Large-company-caliber benefits package

This is a hybrid role in…