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Wealth Advisor

Position ID: JMS/MDwealth
Location: Rockville MD

Wealth Advisor

Our client is a holistic wealth management firm with $600 mm in Assets and over 50 years of history. They offer a holistic approach to their clients that includes accounting, tax preparation and planning, 401k services, strategic business consulting, and financial planning.

 

They are looking for a Wealth Advisor to:

  • Maintain and continue to develop an established book of high net worth business.
  • Understand investments, financial planning, trust/estate and tax planning.
  • Identify the needs and different opportunities for clients.
  • Establish new business externally and internally while maintaining relationships.
  • Assist with financial plans for clients in the areas of investments, tax planning, retirement, education, insurance, trust/estate planning.

 

The leadership is very dedicated to client service, retention, and continuing to grow. The culture is very collaborative and client centric with a long tenure of employment.

 

The desired candidate will possess:

  • 4+ years of experience growing and retaining a book of business and advisory/relationship management
  • Knowledge of Financial Planning, Trust & Estate Planning, Tax Planning and Investments
  • Can manage and communicate with HNW and UHNW multi-generational clients
  • CFP, CPA, CIMA and or Series 65 desired

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.


To apply for this position, submit your resume by choosing one or more of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

  • Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/MDwealth in the subject line.

 

  • Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/MDwealth

 

NO CALLS PLEASE

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