Financial Planner/Lead Financial Advisor - Washington DC - Ownership/Equity Track
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|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|
|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 DESCRIPTIONMulti 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.
~3+ years experience in a client relationship management role in addition to contacts in the local marketplace required.
Total Years of Experience: