Private Client Advisor at Veritas Partners Private Client Advisor at Veritas Partners in Brentwood, Maryland Posted in about 10 hours ago.

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full-time Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations. Responsibilities Communicate with internal and external contacts including prospects and clients Collaborate with outside advisors Organize and manage client meetings from start to finish Responsible for all account maintenance Proactive resolution of client inquiries Qualifications Bachelor's degree required; degree in Finance or Business preferred Minimum of ten years of relevant work experience Experience with Trusts and Fiduciary-based relationships CTFA preferred Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC's, limited partnerships, retirement accounts, and alternative assets Understand fiduciary applications relevant to client relationships Superior client service and communication skills