Senior Wealth Advisor & Client Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Kestra Financial seeks a senior wealth adviser to lead client relationships in the Richmond, VA area or Reston, VA / Rockville, MD markets. You will own the client experience, drive retention and growth, and guide investment and financial planning strategies for a diverse client base.
The role requires 5+ years in client-facing advisory work, licenses (Series 7/66 or CFP), and strong presentation skills. Travel to client events is expected; compensation is competitive and commensurate with
Step into the Senior Wealth Advisor & Client Experience Lead role at Kestra Financial in Rockville, MD, United States and grow with us.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Rockville, MD, United States.
This opportunity is part of our work in Finance.
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