Wealth Advisor - Build Your Independent Practice

Windward Recruiting; Washington, Baltimore (District of Columbia, MD); Híbrido; USD 175.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Education assistance

Flexible time off

Paid holidays

Disability insurance

Descripción de la vacante

Windward Recruiting seeks a Wealth Advisor to join the Washington, DC team of a nationally recognized 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 existing client relationships, then focus on building your practice with clients in the $1–$5 million range, with access to an established network of

Formación

• 5+ years of experience as a client-facing wealth advisor.
• CFP designation required; CPA/CFA/JD may be considered.
• Series 65 required, or obtained within 90 days of hire.
• Bachelor's degree required.
• RIA experience preferred; knowledge of physicians or insurance valued.

Responsabilidades

• Drive new client growth through referrals, centers of influence, networks, and events.
• Build and maintain long-term client relationships as a trusted advisor.
• Deliver comprehensive wealth planning across planning, budgeting, estate and tax planning, insurance review, and charitable strategy.
• Apply knowledge of capital markets and asset allocation to guide client decisions.
• Present confidently to prospective clients and win their trust.
• Collaborate with team to develop best practices for client relationships.

Conocimientos

Relationship building

Communication skills

Business development

Team collaboration

Professional demeanor

Educación

Bachelor's degree

CFP designation

Herramientas

MoneyGuide

eMoney

Descripción del empleo

Windward Recruiting seeks a Wealth Advisor to join the Washington, DC team of a nationally recognized 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 existing client relationships, then focus on building your practice with clients in the $1–$5 million range, with access to an established network of