Private Wealth Advisor

The Well; Washington, Baltimore (District of Columbia, MD); Híbrido; USD 150 000 - 175 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) with company match

Unlimited PTO

Hybrid work model

Resumo da oferta

The Well, in the Washington, DC metro area, seeks an experienced Wealth Advisor to join a collaborative advisory team. You will lead client relationships, develop comprehensive financial plans, and transition a retiring advisor’s book while building your own pipeline.

CFP certification and 5+ years in wealth management are required. Equity potential, hybrid work, and a strong culture of integrity and growth are offered.

Qualificações

• CFP certification is required or actively pursued with other advanced designations.
• Minimum 5 years in wealth management or related fields.
• Experience leading client meetings and managing relationships.
• Strong knowledge of retirement, tax, estate, and investment planning.
• Proficiency with eMoney or comparable planning platforms.

Responsabilidades

• Lead advisor for assigned client relationships and main point of contact.
• Develop and present comprehensive financial plans and recommendations.
• Conduct regular client reviews and identify planning opportunities.
• Coordinate retirement, tax, estate, and education planning strategies.
• Collaborate with tax, planning, and investment teams; handle onboarding and transitions.
• Provide guidance on portfolio construction and implementation; review analyses.
• Engage in business development and proactive prospecting; participate in Investment Committee.

Conhecimentos

CFP certification

5+ years experience

Client meetings leadership

Retirement planning knowledge

eMoney

Communication skills

Relationship management

Business development

Formação académica

CFP certification in good standing

Ferramentas

Tamarac

Nitrogen

Morningstar Advisor Workstation

Descrição da oferta de emprego

Wealth Advisor, CFP | Succession & Equity Path | Hybrid, Washington, DC Metro | $150,000 - $175,000 + Performance Upside

Role Summary

On behalf of our client, a growing independent RIA in the Washington, DC metro area, we’re seeking an experienced Wealth Advisor to join a collaborative, client-centered advisory team. This high-impact role suits a relationship-driven financial planner who is equally comfortable deepening existing client relationships and developing new business. The incoming advisor will take a lead role in transitioning a retiring advisor’s established book of business, while also working inbound leads and building their own book over time. The firm has no plans to sell and offers a clear path to equity participation for the right long-term candidate.

Core Responsibilities

• Serve as the lead advisor and primary point of contact for assigned client relationships
• Develop and present comprehensive financial plans and ongoing planning recommendations
• Conduct regular client review meetings and proactively identify planning opportunities
• Coordinate retirement, tax, estate, education, insurance, and investment planning strategies
• Collaborate with the firm’s dedicated tax, financial planning, and investment teams
• Manage client onboarding and transitions, including the transition of a retiring advisor’s book
• Provide guidance on portfolio construction and investment implementation
• Review planning analyses and recommendations prepared by associates
• Participate in business development, referral relationships, and proactive prospecting
• Participate in the firm’s Investment Committee
• Use technology platforms to deliver efficient, high-quality client service
• Convert inbound leads into long-term client relationships

Candidate Profile

Must-Haves:

• CFP certification in good standing (candidates actively pursuing the CFP who hold other advanced designations will be considered)
• 5+ years of experience in wealth management, financial planning, or investment advisory services
• Experience leading client meetings and managing ongoing client relationships
• Strong knowledge of retirement, tax, estate, investment, and risk management planning
• Proficiency with eMoney or a comparable financial planning platform
• Excellent verbal, written, and interpersonal communication skills
• Strong presentation and consultative relationship-building abilities
• High attention to detail and strong organizational skills
• Ability to manage multiple client relationships at once
• Integrity, professionalism, and a commitment to client confidentiality
• Orientation toward both relationship management and proactive business development
• Long-term career mindset with interest in a succession or equity opportunity
• Must pass a background check

Nice-to-Haves:

• Experience in an independent RIA environment
• Experience with Tamarac, Nitrogen, Morningstar Advisor Workstation, or similar platforms
• CPA, CFA, EA, or other advanced professional designations
• Experience working with business owners, executives, and high-net-worth families
• Proven track record of client retention and business development
• Series 7 and/or Series 63 licenses
• Existing portable book of business

Compensation and Benefits

• Base salary of $150,000 - $175,000 for the first two years (negotiable based on experience)
• After year two, compensation moves to a performance-based structure built on self-generated production plus total production under management, with significant upside for advisors with a mature book
• Potential equity buy-in opportunity for long-term performers
• Health insurance (multiple plan options), dental, and vision
• 401(k) with company match
• Unlimited PTO
• Benefits begin the first of the month after your start date
• Large-company-caliber benefits package

Work Environment and Culture

This is a hybrid role in the Washington, DC metro area. The firm values autonomy and trusts its advisors to manage their time well, whether that means working from the office, taking client calls from home, or doing business development in the community. In-office presence is expected during onboarding so you can build team relationships and learn the firm’s technology and processes.

The firm is growing and has a collaborative structure that includes central planning, client service, and trading support, so advisors can focus on client relationships and financial planning. An in-house tax department adds meaningful value for clients. Values centered on integrity, purpose, teamwork, and growth guide hiring, performance, and culture. This firm is built for the long term, with no plans to sell and a real succession plan in place.