Wealth Management Advisor

Veritas Partners; Washington (District of Columbia); On-site; USD 120,000 - 200,000; Full time

Job summary

Veritas Partners in Washington, DC is seeking a Private Client Advisor to join its established wealth management team. You will service high-net-worth families, family offices, endowments, and foundations, coordinating with internal staff and outside advisors to deliver comprehensive, fiduciary-oriented solutions.

You will manage client meetings, oversee account maintenance, and respond proactively to inquiries while building long-term relationships with sophisticated clients in a dynamic market.

Qualifications

• Bachelor’s degree required; degree in Finance or Business preferred.
• Minimum of ten years of relevant work experience.
• Experience with Trusts and Fiduciary-based relationships.
• CTFA preferred.
• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLCs, limited partnerships, retirement accounts, and alternative assets.
• Understand fiduciary applications relevant to client relationships.
• Superior client service and communication skills.

Responsibilities

• Communicate with internal and external contacts including prospects and clients.
• Collaborate with outside advisors.
• Organize and manage client meetings from start to finish.
• Responsible for all account maintenance.
• Proactive resolution of client inquiries.

Skills

Client service

Communication

Fiduciary knowledge

Trusts & fiduciaries

Education

Bachelor's degree

Job description

Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.

Responsibilities:

• Communicate with internal and external contacts including prospects and clients
• Collaborate with outside advisors
• Organize and manage client meetings from start to finish
• Responsible for all account maintenance
• Proactive resolution of client inquiries

Qualifications:

• Bachelor’s degree required; degree in Finance or Business preferred
• Minimum of ten years of relevant work experience
• Experience with Trusts and Fiduciary-based relationships
• CTFA preferred
• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
• Understand fiduciary applications relevant to client relationships
• Superior client service and communication skills