Wealth Manager

Osaic; Falls Church (VA); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

CW Advisors, in Falls Church, VA, seeks a Wealth Manager to lead client relationships and provide comprehensive wealth management and financial planning services. You will mentor Financial Advisors, identify growth opportunities, and drive engagement with COIs to expand the client base.

The role emphasizes senior client-facing guidance, collaboration with advisory teams, and delivering personalized wealth solutions while overseeing planning engagements and transitions.

Qualifications

• 5+ years of experience in wealth management, financial planning, or investment advisory services.
• Strong interpersonal, presentation, and relationship management skills.
• Knowledge of investment management, retirement planning, tax planning, estate planning, and risk management concepts.

Responsibilities

• Serve as the lead advisor and primary point of contact for assigned client relationships.
• Build, deepen, and maintain trusted client relationships through proactive engagement and ongoing advice.
• Conduct annual review meetings and other client meetings to ensure alignment with financial goals.
• Take ownership of client follow-up activities, recommendations, and implementation efforts.
• Deliver a high-quality client experience that strengthens retention and client satisfaction.
• Partner with advisory team members to ensure planning deliverables are timely and accurate.

Skills

Interpersonal skills

Presentation skills

Relationship management

Education

Bachelor's degree in Finance, Financial Planning, Business, Economics

Tools

CRM systems

Financial planning software

eMoney or similar planning platform

Job description

Wealth Management Opportunity in Financial Services

CW Advisors - Wealth Manager

Location(s): 3120 Fairview Park Dr. Suite 230, Falls Church, VA 22042

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: $100,000 – $110,000 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 serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the financial planning process. This role is responsible for cultivating and maintaining deep client relationships, mentoring Financial Advisors, identifying business development opportunities, and driving growth through networking and Centers of Influence (COI) relationships. As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client experiences and personalized wealth management solutions.

Responsibilities

• Serve as the lead advisor and primary point of contact for assigned client relationships.
• Build, deepen, and maintain trusted client relationships through proactive engagement and ongoing advice.
• Conduct annual review meetings and other client meetings as needed to ensure clients remain aligned with their financial goals.
• Take ownership of client follow-up activities, recommendations, and implementation efforts.
• Deliver a high-quality client experience that strengthens retention and client satisfaction.
• Partner with advisory team members to ensure planning deliverables are timely, accurate, and aligned with client objectives.
• Serve as a mentor and resource for Financial Advisors and other advisory staff.
• Provide guidance on client relationship management, financial planning strategies, and business development activities.
• Support the professional development of advisory team members through coaching and knowledge sharing.
• Collaborate with Lead Advisors and Client Service teams to ensure consistent delivery of advisory services.
• Develop and maintain long-term advisory relationships with transitioned clients.
• Operate with a high level of autonomy while leveraging support resources when appropriate.
• Develop and execute a personal business development strategy.
• Build and maintain a network of Centers of Influence (COIs), including attorneys, CPAs, business consultants, and other professionals.
• Actively pursue new client acquisition opportunities through referrals, networking, community involvement, and professional relationships.
• Develop expertise within a networking focus area (digital networking, professional organizations, community engagement, etc.).
• Explore and implement new business development avenues aligned with individual strengths and market opportunities.
• Attract, onboard, and retain new client relationships that contribute to the firm's growth objectives.
• All other duties as assigned.

Education Requirements

Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field required.

Basic Requirements

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field.
• 5+ years of experience in wealth management, financial planning, or investment advisory services.
• Experience managing client relationships and delivering comprehensive financial planning advice.
• Strong interpersonal, presentation, and relationship management skills.
• Knowledge of investment management, retirement planning, tax planning, estate planning, and risk management concepts.
• Demonstrated ability to develop and maintain professional relationships.
• Proficiency with financial planning software and CRM systems.

Preferred Requirements

• CFP® designation required or actively pursuing.
• Additional industry credentials such as CFA®, CPA, or CIMA® preferred.
• Experience using eMoney or similar financial planning platforms.
• Prior mentoring or leadership experience within an advisory practice.
• Proven business development and client acquisition success.

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.