Senior Private Client Advisor – Wealth & Fiduciary Services

Veritas Partners; Washington (District of Columbia); On-site; USD 120,000 - 210,000; Full time

Job summary

Veritas Partners in Washington DC seeks a Private Client Advisor to provide comprehensive client service for high-net-worth families, family offices, endowments and foundations. You will manage all aspects of client relationships, coordinate with outside advisors, and handle end-to-end meeting logistics.

The role requires a strong fiduciary foundation, extensive experience with trusts and complex entities, and exceptional service and communication skills.

Qualifications

• Bachelor's degree required; degree in Finance or Business preferred.
• Minimum of ten years of relevant work experience.
• Experience with Trusts and Fiduciary-based relationships
• CTFA preferred
• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLCs, limited partnerships, retirement accounts, and alternative assets
• Understand fiduciary applications relevant to client relationships
• Superior client service and communication skills

Responsibilities

• Communicate with internal and external contacts including prospects and clients
• Collaborate with outside advisors
• Organize and manage client meetings from start to finish
• Responsible for all account maintenance
• Proactive resolution of client inquiries

Skills

Client service

Relationship management

Fiduciary knowledge

Trust administration

Education

Bachelor's degree in Finance or Business

Job description

Veritas Partners in Washington DC seeks a Private Client Advisor to provide comprehensive client service for high-net-worth families, family offices, endowments and foundations. You will manage all aspects of client relationships, coordinate with outside advisors, and handle end-to-end meeting logistics.

The role requires a strong fiduciary foundation, extensive experience with trusts and complex entities, and exceptional service and communication skills.