Job Description

Job Description

About the Role

We’re seeking a Wealth Advisor to join a growing, independent wealth management practice serving the DC Metro area. You’ll advise federal government professionals and contractors, helping them plan and manage their wealth with a long-term perspective.

What You’ll Do

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• Serve as the primary relationship manager for clients, typically in the $3-8M range
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• Build your book through business development and referrals
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• Collaborate with in-house planning and operations teams to deliver a seamless client experience
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• Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards
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What We’re Looking For

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• Series 65 (required)
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• Portable book of business, or the capacity to grow into one
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• Strong intellect, curiosity, and a relationship-first approach
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• Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting
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• Track record of retaining clients and cultivating new ones through trust-based relationships
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• Experience with federal employees or government contractors is a plus
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• CFA designation is a plus
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• Open to advisors at any career stage
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What We Offer

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• Full back-office support, including client service, planning, and trading
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• Competitive compensation structure, customized to your experience
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• Flexible, largely remote work setup with in-person collaboration about once a week
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• Open to candidates anywhere in the DMV
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