Financial Advisor

Seventy2 Capital, a fast-growing wealth management practice Headquartered in Bethesda, MD, is committed to working with our clients to identify their financial goals and develop a comprehensive, financial strategy that can turn those expectations into reality. We endeavor to build the highest level of trust with our clients by providing exemplary service, and serving as a reliable partner to build, preserve and grow their financial legacy.

We are seeking to hire an experienced Financial Advisor. The Financial Advisor will play a central role in client service, relationship management, and thoughtful business development while helping steward a growing base of long‑term client relationships. This position is ideal for someone who wants to focus on client experience, planning excellence, and multi‑generational relationships — while contributing meaningfully to the organic growth of a well‑established practice.

Over time, this candidate will assume the primary day‑to‑day responsibility for a defined group of client relationships, becoming a trusted advisor and consistent point of contact for those families.

• Serve as the primary relationship manager for a defined group of existing clients.
• Deliver outstanding client service through proactive outreach, regular reviews, effective counsel, and consistent follow‑up.
• Build deep, trusted, long‑term relationships with clients across generations.
• Coordinate closely with internal team members to ensure consistent, high‑quality client experience.
• Lead holistic wealth planning engagements using eMoney.
• Ensure all investment plans are completed, regularly updated, and actively incorporated into client conversations.
• Identify planning opportunities, uncovered assets, and family introductions.
• Provide guidance and support on more complex planning topics as appropriate.
• Work closely with portfolio managers, relationship managers, and associates to deliver a seamless client experience.
• Provide coverage and support for client and portfolio‑related needs when team members are traveling or unavailable.
• Collaborate on the transition of client relationships over time to ensure continuity and consistency.

• Develop new client relationships primarily through referrals from existing clients.
• Participate in client events, educational initiatives, and other organic growth activities.
• Contribute to the long‑term growth of the practice in a thoughtful, client‑aligned manner.

• Participate in quarterly or periodic market updates and client communications.
• Support client education initiatives, meetings, and events.
• Assist with technology, client experience, and process improvement initiatives.

• Clients feel exceptionally well cared for, informed, and connected.
• Investment plans are comprehensive, current, and actively used in conversation.
• Strong internal collaboration with seamless client coverage.
• Consistent organic growth through referrals and introductions.
• A long‑term, trusted presence within the team and with clients.

• Client‑first advice and fiduciary responsibility
• Comprehensive wealth planning and relationship management
• High service standards and professional collaboration

• Deeper client relationships
• Greater autonomy in how advice, planning, and service are delivered
• No product quotas, sales overlays, or shifting corporate initiatives
• Long‑term stewardship of client relationships without the risk of corporate reassignment or account redistribution.

Compensation is structured to align with client outcomes, long‑term relationship building, and sustainable growth, rather than short‑term production metrics.

• Rewards both ongoing relationship stewardship and new client development
• Designed to grow as responsibility, client relationships, and impact increase
• Emphasizes stability, transparency, and long‑term economic participation
• Reflects the value of planning expertise, client service, and collaboration
• A professional who wants to grow within a team rather than operate on their own

• An advisor who enjoys deep client relationships more than constant prospecting
• Someone who values planning, collaboration, and long‑term thinking