Senior Wealth Advisor & Relationship Builder

YTS Wealth Management; Tysons (VA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health Reimbursement Arrangement (HRA)

Life Insurance

Maternity & Paternity Leave

401(k) with employer match

9 paid company holidays

Paid Time Off

Job summary

YTS Wealth Management is seeking an experienced Wealth Advisor to manage relationships with high‑net‑worth clients and drive business growth. This role emphasizes advisory excellence, holistic financial planning, and collaboration within a supportive team.

The position requires a seasoned professional in an entrepreneurial setting, with licenses and qualifications to deliver comprehensive financial guidance and fiduciary client service.

Qualifications

• Minimum of 5+ years of experience in wealth management, private client advisory, or financial planning.
• Active Series 7, 63, 65 or 66 licenses required.
• Active Life, Health, and Variable Insurance licenses required.
• Strong interpersonal, communication, presentation, and relationship management skills.
• Ability to pass a drug screening, state background check, and federal fingerprinting requirements.

Responsibilities

• Build, manage, and deepen long‑term client relationships through proactive and personalized service.
• Deliver comprehensive wealth management strategies tailored to each client’s financial goals and objectives.
• Provide guidance across retirement planning, investment management, risk management, tax‑efficient strategies, and estate planning coordination.
• Partner with CPAs, attorneys, and other advisors to deliver holistic financial solutions.
• Maintain a high standard of responsiveness, professionalism, and client care.

Skills

Relationship Management

Business Development

Practice Management

Strategic Thinking

Consultative Communication

Retirement Planning

Client Experience Excellence

Job description

YTS Wealth Management is seeking an experienced Wealth Advisor to manage relationships with high‑net‑worth clients and drive business growth. This role emphasizes advisory excellence, holistic financial planning, and collaboration within a supportive team.

The position requires a seasoned professional in an entrepreneurial setting, with licenses and qualifications to deliver comprehensive financial guidance and fiduciary client service.