Financial Planner/Lead Financial Advisor - Washington DC - Ownership/Equity Track

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JOB DESCRIPTION

Job #: 17626
Status: Inactive / Filled
Title: Financial Planner/Lead Financial Advisor - Washington DC - Ownership/Equity Track
Job Location: Washington, DC
Base Compensation: $75,000 — $160,000
Total Compensation: $100,000 — $200,000
Benefits: Above Average
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
Job Categories: Tax ; Wealth Management - Personal Trust; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?


Financial Planner/Lead Financial Advisor - Washington DC - Ownership/Equity Track ~Extensive support, training and mentoring provided.

JOB DESCRIPTION

Multi Family Office/Boutique Registered Investment Advisory Firm seeks Financial Planner/Lead Financial Adviser to manage relationships and develop business from existing clientele and external COI's. ~Service high net worth families, entertainers, athletes and entrepreneurs (1mm-50mm+) from a comprehensive wealth management platform which includes: estate and financial planning, investment advisory, tax planning and compliance and concierge services.

QUALIFICATIONS

~3+ years experience in a client relationship management role in addition to contacts in the local marketplace required.

Education:
Bachelor's

Total Years of Experience:
3-4+

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