Private Client Relationship Advisor

Employment Enterprises, Inc.; Washington (District of Columbia); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) retirement plan

Medical and dental benefits

Vision and wellness program

Gym discounts

Telemedicine services

Parental leave

Life insurance

Disability coverage

Dental coverage

Job summary

Employment Enterprises, Inc. is seeking a Private Client Relationship Advisor in Washington, DC to deliver high-quality service to high net worth families and foundations.

The role focuses on managing complex relationships, coordinating with outside advisors, and overseeing meetings and fiduciary activities. Ideal candidates have a decade of wealth management experience, familiarity with trusts and complex family structures, and strong accounting and communication skills.

Qualifications

• Bachelor’s degree in Finance or Business.
• 10+ years of wealth management or fiduciary services experience.
• Experience with trusts and complex client structures.
• Strong communication and client service skills.
• Ability to work in Washington, D.C. office.

Responsibilities

• Manage client service activities for high net worth clients with high-touch communication.
• Coordinate with outside advisors to ensure seamless service delivery.
• Understand trusts, endowments, foundations, LLCs, and partnerships.
• Organize and oversee client meetings from start to finish.
• Maintain account onboarding, transactions, and recurring deliverables.
• Prepare client letters and customized analyses and reporting.
• Stay informed on industry trends and market conditions.

Skills

Client relationship management

High net worth client service

Wealth management

Fiduciary relationships

Education

Bachelor’s degree in Finance or Business

Tools

CRM software

Trust accounting software

Job description

Our client is a privately held investment and advisory firm that provides wealth management and financial solutions for clients worldwide. The Private Client Relationship Advisor will deliver high-quality client service, managing complex relationships for high net worth families, family offices, endowments, and foundations. This is a direct hire full time position, onsite, based in Washington, DC, with a salary range of $120,000–$150,000 per year.

Responsibilities

• Effectively manage all client service-related activities for high net worth clients, including high-touch communication and relationship management
• Coordinate with outside advisors (e.g., attorneys, accountants) to ensure seamless service delivery
• Understand trust administration, endowments, foundations, LLCs, partnerships, and other complex entities
• Organize and oversee client meetings from initiation to completion
• Maintain all account activities such as onboarding, transactions, and recurring deliverables
• Understand fiduciary applications relevant to client relationships
• Proactively address client inquiries and resolve issues promptly
• Prepare client letters and communications tailored to individual needs
• Complete customized analyses and reporting as requested by clients
• Stay informed on industry trends, competitor offerings, and market conditions

Required Qualifications

• Bachelor’s degree, preferably in Finance or Business
• Minimum of ten (10) years of relevant experience in wealth management or fiduciary services
• Experience with trusts, fiduciary relationships, and complex client structures
• Strong financial record-keeping and accounting skills
• Excellent communication and client service skills
• Tact, discretion, and sound judgment handling sensitive information
• Strong decision-making and problem-solving capability
• Multi-tasker with adaptability to changing priorities
• Self-driven, detail-oriented, and dedicated to high ethical standards
• Ability to work in Washington, D.C. office location

Preferred Qualifications

• CTFA certification
• Demonstrated management and leadership abilities to mentor Junior colleagues

What We Offer

• 401(k) retirement plan with employer match
• Medical and dental benefits for qualifying professionals
• Vision and wellness program participation incentives
• Fitness event fee reimbursement and gym discounts
• Colleague Assistance Program and telemedicine services
• Adoption benefits and daycare late pick-up reimbursement
• Basic and Voluntary Life & Accidental Death & Dismemberment Insurance
• Short-Term Disability, paid parental leave, and group long-term disability
• Pet Insurance
• Voluntary supplemental insurance options

Our Equal Employment Opportunity Policy: Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate, and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law.

Employment Enterprises, Inc is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109. You can reach our recruiters about this job and more at 703-361-2220 or email [e-mail].