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Wealth Management Financial Advisor

AVP Wealth Advisor — Strategic Client & Portfolio Lead

Job in Potomac, Montgomery County, Maryland, 20854, USA
Listing for: Wealthspire Advisors
Full Time position
Listed on 2026-04-17
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking an AVP, Advisor to lead investment strategies and manage client relationships in Potomac, Maryland. The successful candidate will have over 5 years of experience in wealth management and exemplify strong communication and project management skills. The role includes executing investment activities, preparing client financial plans, and providing exemplary client service in a growth-oriented environment.
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