Senior Wealth Advisor: Planning-Driven Client Relationships

Ascendo Resources; Washington (District of Columbia); On-site; USD 120,000 - 190,000; Full time

Job summary

Ascendo Resources invites applications for a Senior Wealth Advisor to own an established client portfolio in Washington, DC. This planning-focused role emphasizes deep client relationships, comprehensive financial planning, and proactive guidance rather than traditional sales or AUM gathering.

The candidate will deliver investment guidance, coordinate with investment strategy, and mentor support staff to ensure a high-touch client experience, leveraging tools like eMoney and Holistiplan.

Qualifications

• Active Series 7 and Series 66 required.
• 5+ years of client-facing financial advisory or wealth management experience.
• Strong background in comprehensive financial planning.
• Experience advising affluent/high-net-worth clients.
• Strong knowledge of investment management and portfolio oversight.
• Ability to independently manage and develop client relationships.

Responsibilities

• Serve as the primary advisor and relationship manager for an established portfolio of wealth management clients.
• Develop long-term relationships with clients through proactive communication and personalized financial guidance.
• Lead comprehensive financial planning and ongoing client review meetings.
• Develop and deliver financial plans based on each client's goals, financial circumstances, and long-term objectives.
• Provide investment guidance and portfolio oversight in coordination with the firm's investment strategy.
• Identify planning opportunities involving retirement, tax strategies, estate considerations, cash flow, and other wealth management needs.
• Work closely with Service Advisors and other support professionals to ensure a high-touch client experience.
• Lead and mentor advisory support team members.
• Utilize financial planning technology, including eMoney and Holistiplan, to support client planning.
• Identify opportunities to deepen existing client relationships and generate referrals.
• Develop new relationships when opportunities arise, although business development is not the primary focus of the position.

Skills

Client-facing

Financial planning

Relationship management

Investment guidance

Mentoring/leadership

Communication/presentation

Education

Series 7

Series 66

Tools

eMoney

Holistiplan

Job description

Ascendo Resources invites applications for a Senior Wealth Advisor to own an established client portfolio in Washington, DC. This planning-focused role emphasizes deep client relationships, comprehensive financial planning, and proactive guidance rather than traditional sales or AUM gathering.

The candidate will deliver investment guidance, coordinate with investment strategy, and mentor support staff to ensure a high-touch client experience, leveraging tools like eMoney and Holistiplan.