Senior Financial Advisor – Independent RIA (Equity)

Gilder Search Group; Washington (District of Columbia); In loco; USD 95.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) match

Health benefits

Paid time off

Professional development support

Long term career growth

Descrizione del lavoro

Confidential RIA in Washington, D.C. is seeking an experienced Financial Advisor to join its Washington office. This role emphasizes comprehensive planning, client service, investment analysis, and collaboration with Lead Advisors.

You will prepare client meeting materials, evaluate planning opportunities across investments, tax and estate planning, and wealth transfer, and work with internal specialists to deliver high‑quality advice while maintaining accurate records.

Competenze

• 4+ years of experience in financial planning or related field.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD strongly preferred or required.
• Experience supporting affluent or high net worth client relationships preferred.
• Strong Excel, communication, organization, and analytical skills.
• Ability to manage multiple client relationships in a team-based environment.

Mansioni

• Serve as a key contact for client communications and support Lead Advisors.
• Support client relationships through financial planning and investment analysis.
• Prepare client meeting materials, including cash flow and asset allocation reviews.
• Evaluate planning opportunities across investments, tax planning, estate planning, risk management, wealth transfer.
• Review and help execute trades, rebalances, wire requests, journals, and other time sensitive client requests.
• Attend and contribute to client meetings, present planning topics, and ensure follow up items are completed.
• Partner with internal specialists to deliver coordinated, high quality client advice.
• Maintain accurate client records, meeting notes, planning updates, and action items.

Conoscenze

Financial planning

Wealth management

Investment advisory

Client relationship management

Analytical skills

Excel

Communication

Formazione

Bachelor's degree

Strumenti

Excel

Descrizione del lavoro

Confidential RIA in Washington, D.C. is seeking an experienced Financial Advisor to join its Washington office. This role emphasizes comprehensive planning, client service, investment analysis, and collaboration with Lead Advisors.

You will prepare client meeting materials, evaluate planning opportunities across investments, tax and estate planning, and wealth transfer, and work with internal specialists to deliver high‑quality advice while maintaining accurate records.