Wealth Advisory Partner: Client & Planning
Job in
Washington, District of Columbia, 20022, USA
Listed on 2026-03-01
Listing for:
Fairygodboss
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Washington is seeking a Financial Consultant Partner (FCP) to enhance client relationships and support wealth management practices. Ideal candidates will have active Series 7 and Series 66 licenses, along with over 3 years of industry experience. The role emphasizes mentorship and collaboration, providing excellent service to affluent clients while engaging in comprehensive business development.
A competitive benefits package is offered, promoting professional growth and work-life balance.
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