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Senior Wealth Advisor: Partner Path + Inherited Book

Job in Falls Church, Fairfax County, Virginia, 22042, USA
Listing for: Points of Light
Full Time position
Listed on 2025-12-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Senior Wealth Advisor to take on leadership responsibilities and inherit a significant book of business. Candidates should have 10-15 years of experience in wealth management, with a proven track record of advising high-net-worth clients. CFP® certification is required.

This role offers a competitive compensation structure and a defined pathway to partnership, in a collaborative entrepreneurial culture emphasizing client-centric solutions.
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Position Requirements
10+ Years work experience
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