Senior Private Wealth Client Advisor

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

Benefits offered by this job

401(k) retirement plan

Medical and dental benefits

Vision and wellness program

Gym discounts

Telemedicine services

Parental leave

Life insurance

Disability coverage

Dental coverage

Job summary

Employment Enterprises, Inc. is seeking a Private Client Relationship Advisor in Washington, DC to deliver high-quality service to high net worth families and foundations.

The role focuses on managing complex relationships, coordinating with outside advisors, and overseeing meetings and fiduciary activities. Ideal candidates have a decade of wealth management experience, familiarity with trusts and complex family structures, and strong accounting and communication skills.

Qualifications

• Bachelor’s degree in Finance or Business.
• 10+ years of wealth management or fiduciary services experience.
• Experience with trusts and complex client structures.
• Strong communication and client service skills.
• Ability to work in Washington, D.C. office.

Responsibilities

• Manage client service activities for high net worth clients with high-touch communication.
• Coordinate with outside advisors to ensure seamless service delivery.
• Understand trusts, endowments, foundations, LLCs, and partnerships.
• Organize and oversee client meetings from start to finish.
• Maintain account onboarding, transactions, and recurring deliverables.
• Prepare client letters and customized analyses and reporting.
• Stay informed on industry trends and market conditions.

Skills

Client relationship management

High net worth client service

Wealth management

Fiduciary relationships

Education

Bachelor’s degree in Finance or Business

Tools

CRM software

Trust accounting software

Job description

Employment Enterprises, Inc. is seeking a Private Client Relationship Advisor in Washington, DC to deliver high-quality service to high net worth families and foundations.

The role focuses on managing complex relationships, coordinating with outside advisors, and overseeing meetings and fiduciary activities. Ideal candidates have a decade of wealth management experience, familiarity with trusts and complex family structures, and strong accounting and communication skills.