Senior DC-Based Private Client Relationship Advisor

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

Benefits offered by this job

401(k) retirement plan with employer-m

Medical and dental benefits

Vision and wellness program

Gym discounts

Telemedicine services

Adoption benefits

Daycare late pick-up reimbursement

Life Insurance

Short-Term Disability

Parental leave

Group long-term disability

Pet Insurance

Voluntary supplemental insurance

Job summary

Employment Enterprises, a private investment and advisory firm, seeks a Private Client Relationship Advisor to manage high net worth client relationships in Washington, DC. The role is a direct hire, full-time, onsite position with a salary range of $120,000–$150,000 per year.

The candidate should have a finance/business background, at least ten years of wealth management experience, and strong fiduciary knowledge to guide complex structures and trust administration.

Qualifications

• Bachelor's degree in Finance or Business.
• 10+ years of 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.

Responsibilities

• Manage client service activities for high net worth clients with high-touch communication and relationship management.
• Coordinate with outside advisors (attorneys, accountants) for seamless service delivery.
• Understand trusts, endowments, foundations, LLCs, partnerships and other complex entities.
• Organize and oversee client meetings from initiation to completion.
• Maintain account activities including onboarding, transactions, and recurring deliverables.
• 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.

Skills

Wealth management

Relationship management

Client service

Communication

Fiduciary knowledge

Discretion

Problem solving

Multi-tasking

Ethical standards

Education

Bachelor's degree in Finance or Business

Tools

Trust administration tools

Accounting records systems

Job description

Employment Enterprises, a private investment and advisory firm, seeks a Private Client Relationship Advisor to manage high net worth client relationships in Washington, DC. The role is a direct hire, full-time, onsite position with a salary range of $120,000–$150,000 per year.

The candidate should have a finance/business background, at least ten years of wealth management experience, and strong fiduciary knowledge to guide complex structures and trust administration.