Private Client Advisor

Veritas Partners; Washington (District of Columbia); On-site; USD 110,000 - 160,000; Full time

Job summary

Veritas Partners, a Washington, DC-based independent wealth management firm, seeks a Private Client Advisor to join its established team. The role covers all client service activities for high-net-worth families, family offices, endowments and foundations.

Responsibilities include communicating with clients and prospects, collaborating with outside advisors, organizing client meetings, maintaining accounts, and proactively addressing inquiries to uphold exceptional service.

Qualifications

• Bachelor's degree required; degree in Finance or Business preferred.
• Minimum of ten years of relevant work experience.
• Experience with Trusts and Fiduciary-based relationships.
• Understanding fiduciary applications relevant to client relationships.
• Superior client service and communication skills.
• CTFA certification preferred.

Responsibilities

• Communicate with internal and external contacts including prospects and clients
• Collaborate with outside advisors
• Organize and manage client meetings from start to finish
• Responsible for all account maintenance
• Proactive resolution of client inquiries

Skills

Client service

Communication

Relationship building

Education

Bachelor’s degree

CTFA certification preferred

Job description

Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.

Responsibilities

• Communicate with internal and external contacts including prospects and clients
• Collaborate with outside advisors
• Organize and manage client meetings from start to finish
• Responsible for all account maintenance
• Proactive resolution of client inquiries

Qualifications

• Bachelor’s degree required; degree in Finance or Business preferred
• Minimum of ten years of relevant work experience
• Experience with Trusts and Fiduciary-based relationships
• CTFA preferred
• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
• Understand fiduciary applications relevant to client relationships
• Superior client service and communication skills