Senior Wealth Advisor & Client Experience Lead

Kestra Financial; Rockville (MD); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Competitive pay

401(k) plan

Health insurance

Growth opportunities

Tuition reimbursement

Job summary

Kestra Financial seeks a senior wealth adviser to lead client relationships in the Richmond, VA area or Reston, VA / Rockville, MD markets. You will own the client experience, drive retention and growth, and guide investment and financial planning strategies for a diverse client base.

The role requires 5+ years in client-facing advisory work, licenses (Series 7/66 or CFP), and strong presentation skills. Travel to client events is expected; compensation is competitive and commensurate with

Qualifications

• 5+ years in a client-facing advisory or wealth management role.
• Licenses: Series 7, Series 66 or CFP®
• Strong public speaking and presentation skills; travel as needed

Responsibilities

• Own the client relationship as primary contact and drive retention and referrals.
• Lead investment strategy, committee participation, and portfolio proposals.
• Own the financial plan and deliver it through the advisory support team.
• Oversee client experience and the tools powering it (CRM, planning software).
• Lead and mentor advisory support staff; set expectations and accountability.
• Prioritize client-first recommendations and understand clients' life goals.
• Guide clients toward wealth goals; assess risks and opportunities.
• Develop tailored planning and investment strategies; maintain high advice quality.
• Ask questions to uncover client needs and adapt tools.

Skills

Client advisory

Series 7/66 CFP

Public speaking

Team leadership

Wealth management

Tools

CRM software

Planning software

Client-facing tech

Job description

Kestra Financial seeks a senior wealth adviser to lead client relationships in the Richmond, VA area or Reston, VA / Rockville, MD markets. You will own the client experience, drive retention and growth, and guide investment and financial planning strategies for a diverse client base.

The role requires 5+ years in client-facing advisory work, licenses (Series 7/66 or CFP), and strong presentation skills. Travel to client events is expected; compensation is competitive and commensurate with