Wealth Management Advisor

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