Wealth Advisor

We are looking for an experienced Wealth Advisor to support high-net-worth individuals and families in Potomac, Maryland. This position focuses on creating thoughtful financial strategies, delivering tailored guidance, and building long-term client relationships grounded in trust. The ideal candidate brings strong planning expertise, investment knowledge, and a client-centered approach to helping individuals meet both wealth preservation and growth objectives.

Responsibilities:

• Develop and maintain strong relationships with high-net-worth clients by providing attentive, ongoing advisory support.
• Create customized financial plans that align with each client's short-term priorities and long-term wealth objectives.
• Lead clients through the planning process by evaluating financial circumstances, identifying goals, and recommending appropriate solutions.
• Advise on investment approaches, annual planning priorities, and broader wealth management strategies based on client needs.
• knowledge of financial planning, investment products, and tax-aware strategies to deliver well-rounded guidance.
• Monitor market activity, industry developments, and product updates to keep recommendations relevant and informed.
• Prepare research and supporting materials in advance of client meetings to ensure productive and strategic discussions.
• Ensure all client interactions, recommendations, and documentation ad to applicable regulatory and compliance standards.

Interested candidates in this Wealth Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn.

• At least 3 years of experience in wealth management, financial advisory, or a closely related financial services role.
• Bachelor's degree in business, finance, accounting, or a related field.
• Certified Financial Planner designation required.
• Active FINRA Series 6, 7, 63, or 65 license.
• Experience developing financial plans and advising clients on investment and wealth strategies.
• Strong communication and relationship management skills with the ability to serve high-net-worth clients effectively.
• Life and Health Insurance licenses are preferred.

Interested candidates in this Wealth Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn.