Wealth Management Relationship Manager, Senior Advisor

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Job #: 15883
Status: Inactive / Filled
Title: Wealth Management Relationship Manager, Senior Advisor
Job Location: Washington, DC
Base Compensation: $150,000 — $165,000
Total Compensation: $250,000 — $450,000
Benefits: Standard
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Personal Trust; Wealth Management - Private Banking


This position is with a very well respected stable organization. Our client has received recognition for company performance, customer service, and investment performance. The position is open due to in-market expansion. Our client offers above average administrative support. Bankers and other internal partners receive incentive compensation for referrals to wealth management. You will receive a base salary and uncapped incentive.


You will work with high net worth customers who have at least $2 million in liquid assets though the majority of your customers will have over $10 million in liquid assets. You do NOT have to move customers with you but you will know the market in the Washington D.C. area. You will work with your external network and internal partners to grow a book of business.


You currently work with clients with over $10 million in liquid assets. You have deep fiduciary, estate settlement, and investment knowledge. You have experience with private banking to the extent that you can identify qualified credit customers.
Education: Bachelor's
Total Years of Experience: 9-10+
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