Growth-Driven Wealth Advisor (DC Hybrid Role)

Windward Recruiting; Washington (District of Columbia); Hybrid; USD 175,000 - 200,000; Full time

Job summary

Windward Recruiting seeks a Wealth Advisor for its Washington, DC team. You’ll advise clients from day one, grow a practice in the $1–5 million range, and leverage the firm’s network, with leadership backing for growth. The role is hybrid, office-based initially as you acclimate to the team.

You’ll work with a collaboration-focused firm backing your growth, with access to a formal playbook, centers of influence, and a dedicated business development resource for DC.

Qualifications

• 5+ years of experience as a client-facing wealth advisor.
• CFP designation required; exceptional candidates with CPA, CFA, or JD may be considered.
• Series 65 required, or obtained within 90 days of hire.
• Bachelor's degree required; demonstrated business development drive and track record.

Responsibilities

• Drive new client growth through referrals, centers of influence, networks, and events.
• Build and maintain strong, long-term client relationships as a trusted advisor.
• Deliver comprehensive wealth planning across cash flow, investments, estate, tax, and insurance.
• Apply capital markets knowledge to guide client decisions.
• Present confidently to prospective clients and win their trust.
• Collaborate with team to develop best practices for client relationships.
• Maintain high standards of professionalism, detail, and organization.

Skills

CFP designation

Relationship building

Communication

Business development

Education

Bachelor's degree

Tools

MoneyGuide

eMoney

Series 65

Job description

Windward Recruiting seeks a Wealth Advisor for its Washington, DC team. You’ll advise clients from day one, grow a practice in the $1–5 million range, and leverage the firm’s network, with leadership backing for growth. The role is hybrid, office-based initially as you acclimate to the team.

You’ll work with a collaboration-focused firm backing your growth, with access to a formal playbook, centers of influence, and a dedicated business development resource for DC.