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Senior Private Wealth Client Advisor

Job in Washington, District of Columbia, 20022, USA
Listing for: Employment Enterprises, Inc.
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 120000 - 150000 USD Yearly USD 120000.00 150000.00 YEAR
Job Description & How to Apply Below

Employment Enterprises, Inc. is seeking a Private Client Relationship Advisor in Washington, DC to deliver high-quality service to high net worth families and foundations.

The role focuses on managing complex relationships, coordinating with outside advisors, and overseeing meetings and fiduciary activities. Ideal candidates have a decade of wealth management experience, familiarity with trusts and complex family structures, and strong accounting and communication skills.

This is a great opportunity to take on the Senior Private Wealth Client Advisor role at Employment Enterprises, Inc.

Join Employment Enterprises, Inc. and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Senior Private Wealth Client Advisor role at Employment Enterprises, Inc., based in Washington, DC, United States.

Position Requirements
10+ Years work experience
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