Wealth Advisor

Windward Recruiting; Washington (District of Columbia); Hybrid; USD 175,000 - 200,000; Full time

Job summary

Windward Recruiting seeks a Wealth Advisor for its Washington, DC team. You’ll advise clients from day one, grow a practice in the $1–5 million range, and leverage the firm’s network, with leadership backing for growth. The role is hybrid, office-based initially as you acclimate to the team.

You’ll work with a collaboration-focused firm backing your growth, with access to a formal playbook, centers of influence, and a dedicated business development resource for DC.

Qualifications

• 5+ years of experience as a client-facing wealth advisor.
• CFP designation required; exceptional candidates with CPA, CFA, or JD may be considered.
• Series 65 required, or obtained within 90 days of hire.
• Bachelor's degree required; demonstrated business development drive and track record.

Responsibilities

• Drive new client growth through referrals, centers of influence, networks, and events.
• Build and maintain strong, long-term client relationships as a trusted advisor.
• Deliver comprehensive wealth planning across cash flow, investments, estate, tax, and insurance.
• Apply capital markets knowledge to guide client decisions.
• Present confidently to prospective clients and win their trust.
• Collaborate with team to develop best practices for client relationships.
• Maintain high standards of professionalism, detail, and organization.

Skills

CFP designation

Relationship building

Communication

Business development

Education

Bachelor's degree

Tools

MoneyGuide

eMoney

Series 65

Job description

We are seeking a Wealth Advisor to join the Washington, DC team of a nationally recognized, rapidly growing independent RIA. This role is built for a hungry, relationship-driven CFP professional who wants to grow a practice with the full backing of a collaborative team, a deep firm platform, and leadership that shows up alongside you.

You’ll start with a set of existing client relationships so you’re advising from day one, then focus on building your practice with clients in the $1–5 million range with support from your leadership team. You’ll get access to the firm’s established network of centers of influence (CPAs, attorneys, etc), plus a dedicated business development representative for the DC market.

It’s an opportunity to build something of your own, with real upside, at a firm that has recently secured new growth capital and is investing heavily in advisor growth, lead generation, and the DC market.

This is a hybrid role, with new hires working primarily in the office until acclimated to the team.

DUTIES & RESPONSIBILITIES

• Drive new client growth through referrals, existing centers of influence, community involvement, professional and alumni networks, and events aligned with your interests.
• Build and maintain strong, long-term client relationships, serving as a trusted advisor to families and individuals.
• Deliver comprehensive wealth planning across all aspects of a family's financial well-being, including financial planning and budgeting, holistic balance sheet advice (cash and debt), asset allocation and investments, estate and tax planning, insurance analysis and review, and charitable strategy.
• Apply strong knowledge of capital markets and asset allocation to guide client decisions.
• Present confidently and persuasively to prospective clients and win their trust.
• Collaborate with team members to develop best practices for building and maintaining strong client relationships.
• Maintain high standards of professionalism, detail, and organization across client and internal work.

QUALIFICATIONS

• 5+ years of experience as a client-facing wealth advisor.
• CFP designation required (exceptional candidates holding a CPA, CFA, or JD may be considered).
• Series 65 required, or obtained within 90 days of hire.
• Bachelor's degree required.
• Demonstrated business development drive and a track record of growing client relationships.
• Polished, confident presence with prospective and high-net-worth clients.
• RIA experience preferred; candidates from wirehouses, banks, trust companies, and other channels are welcome.
• Experience with financial planning software (MoneyGuide or eMoney).
• Expertise with law firm compensation structures is a strong plus; experience serving physicians or deep insurance knowledge is also valued.
• Team-oriented, high-integrity, curious, and coachable, with excellent written and verbal communication skills.

COMPENSATION & BENEFITS

Base salary of $175,000–$200,000, commensurate with experience, with a compensation model built on a competitive percentage of revenue served as your practice grows, and a likely new business incentive component. Equity participation opportunities may also be available. Benefits include medical, dental, vision, and life insurance for eligible employees and dependents, 401(k) with employer match, short- and long-term disability, education assistance, flexible time off, and 13 paid holidays.