Senior Financial Advisor — High-Net-Worth Wealth Growth

Thorndale Partners; Bethesda (MD); Sur place; USD 120 000 - 260 000; Plein temps

Résumé du poste

Thorndale Partners is seeking an experienced Financial Advisor to join its wealth management team in Bethesda, Maryland, or the surrounding Washington, D.C. metropolitan area.

Ideal candidates have 10+ years of client-relationship experience and a transferable book of business is preferred but not required. The role focuses on comprehensive financial planning, investment guidance, and building long-term relationships with affluent clients.

Qualifications

• 10+ years of financial advisory, wealth management, or financial planning experience.
• Transferable book of business preferred, but not required.
• Strong experience with affluent and high-net-worth clients.
• Excellent communication, presentation, and interpersonal skills.
• Ability to develop trusted, long-term relationships with clients and referral partners.

Responsabilités

• Develop and maintain long-term relationships with high-net-worth individuals, families, business owners, executives, and other private clients.
• Provide comprehensive financial planning and wealth management advice based on each client's goals and financial circumstances.
• Advise clients regarding investment management, retirement planning, estate planning, tax-aware strategies, insurance, and other wealth planning needs.
• Manage and deepen existing client relationships while identifying opportunities to expand services and assets under management.
• Generate new client relationships through referrals, professional networks, centers of influence, and business development activities.
• Conduct regular portfolio and financial plan reviews with clients.
• Coordinate with investment, planning, tax, estate, insurance, and other specialists to provide integrated wealth management solutions.
• Maintain a high level of client service, responsiveness, and communication.
• Ensure client activity and recommendations comply with applicable regulatory and firm requirements.
• Participate in the continued growth and development of the firm's presence in the Bethesda and greater Washington, D.C. market.

Connaissances

Wealth management

Relationship management

Business development

Investment management

Financial planning

Communication

Presentation skills

Ethical standards

Description du poste

Thorndale Partners is seeking an experienced Financial Advisor to join its wealth management team in Bethesda, Maryland, or the surrounding Washington, D.C. metropolitan area.

Ideal candidates have 10+ years of client-relationship experience and a transferable book of business is preferred but not required. The role focuses on comprehensive financial planning, investment guidance, and building long-term relationships with affluent clients.