Hybrid Wealth Manager - Client Growth & Mentorship Leader

Osaic; Falls Church (VA); Hybride; USD 100 000 - 110 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Résumé du poste

CW Advisors, in Falls Church, VA, seeks a Wealth Manager to lead client relationships and provide comprehensive wealth management and financial planning services. You will mentor Financial Advisors, identify growth opportunities, and drive engagement with COIs to expand the client base.

The role emphasizes senior client-facing guidance, collaboration with advisory teams, and delivering personalized wealth solutions while overseeing planning engagements and transitions.

Qualifications

• 5+ years of experience in wealth management, financial planning, or investment advisory services.
• Strong interpersonal, presentation, and relationship management skills.
• Knowledge of investment management, retirement planning, tax planning, estate planning, and risk management concepts.

Responsabilités

• Serve as the lead advisor and primary point of contact for assigned client relationships.
• Build, deepen, and maintain trusted client relationships through proactive engagement and ongoing advice.
• Conduct annual review meetings and other client meetings to ensure alignment with financial goals.
• Take ownership of client follow-up activities, recommendations, and implementation efforts.
• Deliver a high-quality client experience that strengthens retention and client satisfaction.
• Partner with advisory team members to ensure planning deliverables are timely and accurate.

Connaissances

Interpersonal skills

Presentation skills

Relationship management

Formation

Bachelor's degree in Finance, Financial Planning, Business, Economics

Outils

CRM systems

Financial planning software

eMoney or similar planning platform

Description du poste

CW Advisors, in Falls Church, VA, seeks a Wealth Manager to lead client relationships and provide comprehensive wealth management and financial planning services. You will mentor Financial Advisors, identify growth opportunities, and drive engagement with COIs to expand the client base.

The role emphasizes senior client-facing guidance, collaboration with advisory teams, and delivering personalized wealth solutions while overseeing planning engagements and transitions.