Wealth Manager

Advisor Group; Columbia (MD); Hybrid; USD 150,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

The Wealth Manager at CW Advisors in Columbia, MD leads strategic advisory for ultra-high-net-worth families, acting as fiduciary partner and growth catalyst. This role suits senior advisors with a proven books of business, capable of guiding complex wealth decisions across estates, taxes, investments, and philanthropy.

The position is full-time with a hybrid schedule (in-office 2–3 days per week) and a compensation package including base salary $150,000–$170,000 plus annual bonus, health

Qualifications

• Typically, more than 10 years of experience in private wealth management.
• CFP, CPA, CFA, JD, or MST highly preferred.
• Demonstrated ability to lead complex client engagements and provide expert-level planning guidance.
• Strong business development capability with UHNW relationships.

Responsibilities

• Serves as strategic advisor and fiduciary partner to ultra-high-net-worth clients and families.
• Leads complex wealth management engagements, often involving multi-generational estate planning and family governance.
• Drives new business development through personal networks, strategic alliances, and firm resources.
• Mentors and oversees junior advisors, contributing to the firm’s talent development and succession planning.
• Provides leadership on firm-wide initiatives including investment committee participation, thought leadership, and client experience innovation.
• Demonstrates expert-level capability in estate planning, concentrated wealth management, private and public investments, tax mitigation, and charitable planning.
• Applies advanced understanding of client psychology, family dynamics, or specialized planning disciplines.
• Guides clients through liquidity events, generational transitions, and philanthropic strategies.
• Models strong cultural alignment with fiduciary advice, collaborative work style, and high client service standards.
• Demonstrates leadership within the firm.
• All other duties as assigned

Skills

UHNW client management

Strategic advisory

Estate planning

Relationship building

Team leadership

Education

Bachelor's degree preferred

Job description

Wealth Management Opportunity in Financial Services

CW Advisors - Wealth Manager

Location(s):

Columbia, MD: 6345 Woodside Court, Suite 100 Columbia, MD 21046

CW Advisors has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 days weekly in the office. Applicants located must be willing to work this schedule.

CW Advisors & Osaic are not considering remote candidates at this time.

Role Type:

Full time

Salary:

$150,000 - $170,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive compensation is just one component of our total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary:

The Wealth Manager at CW Advisors primary goal is to serve as a strategic advisor and fiduciary partner to ultra-high-net-worth clients and families. This role is tailor-made for established advisors with significant books of business and a demonstrated ability to grow, lead, and guide clients through complex wealth considerations.

Responsibilities:

• Serves as strategic advisor and fiduciary partner to ultra-high-net-worth clients and families.
• Leads complex wealth management engagements, often involving multi-generational estate planning and family governance.
• Drives new business development through personal networks, strategic alliances, and firm resources.
• Mentors and oversees junior advisors, contributing to the firm’s talent development and succession planning.
• Provides leadership on firm-wide initiatives including investment committee participation, thought leadership, and client experience innovation.
• Demonstrates expert-level capability in estate planning, concentrated wealth management, private and public investments, tax mitigation, and charitable planning.
• Applies advanced understanding of client psychology, family dynamics, or specialized planning disciplines.
• Guides clients through liquidity events, generational transitions, and philanthropic strategies.
• Models strong cultural alignment with fiduciary advice, collaborative work style, and high client service standards.
• Demonstrates leadership within the firm.
• All other duties as assigned

Education Requirements:

Bachelor's degree is preferred

Basic Requirements:

• Typically, more than 10 years of experience in private wealth management.
• CFP, CPA, CFA, JD, or MST highly preferred.
• Demonstrated ability to lead complex client engagements and provide expert-level planning guidance.
• Strong business development capability with a proven record of cultivating UHNW relationships.
• Advanced technical expertise across planning and investment domains.
• Superior communication, presentation, and relationship management skills.
• Ability to collaborate and perform effectively within a team environment.

Preferred Requirements:

• Experience working with multi-generational families and complex governance structures.
• Strong analytical and strategic planning capabilities.
• Commitment to continuous learning and professional development.
• Ability to convey complex financial guidance with clarity and confidence.

CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.