Wealth Advisor CFP - Succession Path & Equity | Hybrid

The Well; Washington, Baltimore (District of Columbia, MD); Hybrid; USD 150.000 - 175.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with company match

Unlimited PTO

Hybrid work model

Zusammenfassung

The Well, in the Washington, DC metro area, seeks an experienced Wealth Advisor to join a collaborative advisory team. You will lead client relationships, develop comprehensive financial plans, and transition a retiring advisor’s book while building your own pipeline.

CFP certification and 5+ years in wealth management are required. Equity potential, hybrid work, and a strong culture of integrity and growth are offered.

Qualifikationen

• CFP certification is required or actively pursued with other advanced designations.
• Minimum 5 years in wealth management or related fields.
• Experience leading client meetings and managing relationships.
• Strong knowledge of retirement, tax, estate, and investment planning.
• Proficiency with eMoney or comparable planning platforms.

Aufgaben

• Lead advisor for assigned client relationships and main point of contact.
• Develop and present comprehensive financial plans and recommendations.
• Conduct regular client reviews and identify planning opportunities.
• Coordinate retirement, tax, estate, and education planning strategies.
• Collaborate with tax, planning, and investment teams; handle onboarding and transitions.
• Provide guidance on portfolio construction and implementation; review analyses.
• Engage in business development and proactive prospecting; participate in Investment Committee.

Kenntnisse

CFP certification

5+ years experience

Client meetings leadership

Retirement planning knowledge

eMoney

Communication skills

Relationship management

Business development

Ausbildung

CFP certification in good standing

Tools

Tamarac

Nitrogen

Morningstar Advisor Workstation

Jobbeschreibung

The Well, in the Washington, DC metro area, seeks an experienced Wealth Advisor to join a collaborative advisory team. You will lead client relationships, develop comprehensive financial plans, and transition a retiring advisor’s book while building your own pipeline.

CFP certification and 5+ years in wealth management are required. Equity potential, hybrid work, and a strong culture of integrity and growth are offered.