Lead Wealth Advisor - CFP
Listed on 2026-09-24
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Lead Wealth Advisor - CFP
Vienna, VA| $170,000-$180,000+ Base + Bonus
Hybrid | Monday-Thursday In Office | Friday Remote
Immediately Inherit Approximately 100+ Client Households
About the Opportunity
We’re partnering with an established wealth management firm that has an urgent need for an experienced Lead Wealth Advisor
.
This is a rare opportunity to step directly into an established book of approximately 100+ households.
Your first priority is client retention, financial planning, and relationship management - not cold prospecting or building a book from scratch
.
What You’ll Be Doing
- Become the primary advisor for approximately 100+ existing households
- Lead client meetings and own long-term client relationships
- Manage and deliver comprehensive financial plans in eMoney
- Provide investment strategy, portfolio oversight, and recommendations
- Identify planning opportunities across retirement, tax, estate, risk, and investment needs
- Lead and mentor Service Advisors and advisory support staff
- Drive client retention, referrals, and additional wallet share
- Participate in investment strategy and portfolio discussions
What They’re Looking For
- Series 7 highly preferred
- eMoney experience highly preferred
- 5+ years of client-facing financial advisory / wealth management experience
- Experience personally managing high-net-worth client relationships
- Strong comprehensive financial planning background
- Strong understanding of investment management and portfolio strategy
- Experience leading client meetings independently
- Experience mentoring or directing advisory support staff
- Strong communication and presentation skills
Why You’ll Want This Role
- Bonus opportunity targeted around 20%+ of base salary
- Immediately inherit approximately $100M+ in client assets
- Established relationships
- you are not starting from zero - No aggressive prospecting or cold-calling expectations
- Hybrid schedule with remote Fridays
- Company-paid travel for required client visits
- Opportunity to become a key advisor within a growing wealth management firm
- Urgent succession opportunity with significant client responsibility from day one
Vienna, VA| $170,000-$180,000+ Base + Bonus
Hybrid | Monday-Thursday In Office | Friday Remote
Immediately Inherit Approximately 100+ Client Households
About the Opportunity
We’re partnering with an established wealth management firm that has an urgent need for an experienced Lead Wealth Advisor
.
This is a rare opportunity to step directly into an established book of approximately 100+ households.
Your first priority is client retention, financial planning, and relationship management - not cold prospecting or building a book from scratch
.
What You’ll Be Doing
- Become the primary advisor for approximately 100+ existing households
- Lead client meetings and own long-term client relationships
- Manage and deliver comprehensive financial plans in eMoney
- Provide investment strategy, portfolio oversight, and recommendations
- Identify planning opportunities across retirement, tax, estate, risk, and investment needs
- Lead and mentor Service Advisors and advisory support staff
- Drive client retention, referrals, and additional wallet share
- Participate in investment strategy and portfolio discussions
What They’re Looking For
- CFP® certification highly preferred
- Series 7 highly preferred
- Series 66 OR Series 63 + Series 65 highly preferred
- eMoney experience highly preferred
- 5+ years of client-facing financial advisory / wealth management experience
- Experience personally managing high-net-worth client relationships
- Strong comprehensive financial planning background
- Strong understanding of investment management and portfolio strategy
- Experience leading client meetings independently
- Experience mentoring or directing advisory support staff
- Strong communication and presentation skills
Why You’ll Want This Role
- $170,000-$180,000+ base salary
- Bonus opportunity targeted around 20%+ of base salary
- Immediately inherit approximately $100M+ in client assets
- Established relationships
- you are not starting from zero - No aggressive prospecting or cold-calling expectations
- Hybrid schedule with remote Fridays
- Company-paid travel for required client visits
- Opportunity to become a key advisor within a growing wealth management firm
- Urgent succession opportunity with significant client responsibility from day one
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