Type:

full-time

Job Description:

Title:

Financial Advisor (CFP®, CPA, CFA, or JD)

Location:

Washington, D.C.

Type:

Full-Time | Perm |

On-Site Base Salary Range:

$95k - $150k/annually, depending on experience. About the

Opportunity:

We are seeking a highly analytical, client-focused, experienced Financial Advisor to join a growing wealth management and tax firm in Washington, D.C.! This is an excellent opportunity for an experienced financial professional who enjoys working directly with high-net-worth individual clients and collaborating with a multidisciplinary team across investment management, tax planning, estate planning, risk management, retirement planning, and comprehensive financial planning. The Financial Advisor will play a key role in managing day-to-day client relationships and priorities while partnering with Lead Advisors, Associate Advisors, Analysts, and Internal Specialists to deliver sophisticated, highly personalized wealth management experiences. This position is ideal for a CFP®, CPA, CFA, or JD with strong financial advisory, consulting, and planning expertise, exceptional client communication skills, and experience advising high-net-worth individuals, families, and their closely held businesses.

Key Responsibilities:

Serve as a primary point of contact for client communications and relationship management. Partner with Lead Advisors to develop timely, thorough, and strategic responses to client needs. Review client portfolios and financial circumstances and provide recommendations in collaboration with the advisory team. Proactively identify strategic and tactical opportunities related to investments and comprehensive financial planning. Analyze client data and evaluate potential planning strategies based on each client's unique circumstances and objectives. Develop financial analyses and spreadsheet models involving sophisticated planning topics such as tax-loss harvesting, stock options, restricted stock, wealth transfer strategies, and risk management. Review, approve, and coordinate investment trades and portfolio rebalancing activities. Maintain accurate client records, cost basis information, position data, and related documentation within portfolio management systems. Prepare for, attend, and lead client meetings while ensuring timely completion of all post-meeting action items. Develop client meeting agendas and determine the appropriate deliverables and recommendations to present. Collaborate with Lead Advisors to define client strategies and determine the most effective approach for communicating recommendations. Prepare and finalize financial planning and wealth management deliverables, including cash flow and cash needs analyses, strategic asset allocation, and financial independence/lifestyle planning analyses. Partner with internal specialists in Investment Management, Tax, Estate Planning, Risk Management, Retirement Planning, and other areas to address complex client needs. Coordinate with Tax, Investment, and Estate Planning professionals to determine the appropriate level of analysis and recommendations for each client. Following client approval, coordinate with the broader team to ensure implementation activities are completed accurately and on schedule. Partner with Associate Advisors and other team members to execute time-sensitive client requests, including trades, wire transfers, journals, and other account-related activities. Initiate, review, approve, and monitor time-sensitive transactions to ensure completion within established service standards. Maintain accurate client action items and communications within the CRM. Maintain client planning and wealth management scorecards, ensuring planning topics, status, scores, and review dates remain accurate and current. Present complex financial planning concepts and recommendations in a clear, organized, and compelling manner. Serve as a resource and mentor to team members on complex financial planning topics and strategic client service practices. Seek opportunities to contribute to team initiatives, firm projects, and leadership assignments.

Qualifications & Requirements:

Bachelor's Degree from an accredited University. Must hold one of the following professional credentials: CFP®, CPA, CFA, or JD. 4+ years of professional experience in financial advisory, financial planning, wealth management, tax, or a related financial services environment. 4+ years of experience working directly with high-net-worth individuals with assets exceeding $3M, their families, and their closely held businesses. Strong knowledge of comprehensive financial planning and the ability to evaluate complex client financial situations. Experience with Microsoft Office Suite, particularly Excel, Word, and related productivity tools. Strong analytical, financial modeling, and problem-solving skills. Exceptional written and verbal communication skills. Excellent organizational skills with the ability to manage multiple client relationships and competing priorities. Demonstrated ability to collaborate effectively within a team-based environment. Strong attention to detail, sound judgment, and a high degree of personal integrity. Ability to independently manage workload, communications, deadlines, and ownership of assigned responsibilities. Ability to learn and effectively utilize financial planning, portfolio management, CRM, and other technology platforms. Professional, polished, and trustworthy presence when interacting with clients and colleagues.

Ideal Candidate:

The ideal candidate is a client-centric wealth management professional who combines technical financial expertise with strong relationship-building skills. You are comfortable discussing sophisticated financial concepts with high-net-worth clients, collaborating with subject-matter experts, and taking ownership of complex client needs from strategy through implementation. You are highly organized, intellectually curious, proactive, detail-oriented, and comfortable working in a fast-paced, collaborative environment where priorities can evolve.

Compensation & Benefits:

$95,000 - $150,000 annual base salary , depending on experience Eligibility for discretionary year-end profit sharing Restricted equity units granted at hire Opportunity to convert to Partner status upon vesting Equity ownership opportunities Fully paid medical, dental, and vision coverage 401(k) plan with 100% company match on contributions up to 3% of annual compensation New business incentive program Generous employee referral bonuses Cell phone reimbursement Minimum of 3 weeks of PTO beginning on Day 1 Winter break and, summer Friday flex-days, and 10 paid holidays. 10 paid holidays Unlimited volunteer time off and company grant matching Heavily subsidized public transportation 100% reimbursement for required training, certifications, licensing, and professional dues Paid parental leave and adoption benefits Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Work Environment:

This is a full-time, exempt, in-office position in Washington, D.C. The organization operates within a collaborative, team-oriented work environment that emphasizes flexibility, professional development, accountability, and exceptional client service. Why Consider This Opportunity? If you're an experienced Financial Advisor, Wealth Advisor, Financial Planner, or Private Wealth Advisor with a CFP®, CPA, CFA, or JD and are looking for an opportunity to work with sophisticated high-net-worth clients while collaborating with experienced professionals across multiple areas of wealth management, this role offers significant opportunities for professional growth, leadership, and long-term career development. 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