About the Firm:
We are seeking an experienced, client-centric Financial Advisor to for a rewarding opportunity with a top wealth managementteam in the DMV area. This role is designed for a producing advisor who excels at managing high-net-worth (HNW) relationships and wants to focus purely on strategic advice, holistic planning, and portfolio growth.
What Sets This Opportunity Apart:
- Cutting-Edge Technology: Full access to industry-leading tech stacks, including integrated AI assistant platforms to streamline administrative tasks, client reporting, and prep work.
- Dedicated Office & Operational Support: Comprehensive back-office, compliance, and paraplanning support so you can spend your time advising clients, not managing paperwork.
- Accelerated Growth Engine: Robust lead-generation resources and a collaborative environment built to help you scale your book faster.
- Advising Over Selling: A culture that prioritizes objective, fiduciary-minded client solutions over pushing proprietary bank products or rigid sales targets.
- Flexible Models & High Payouts: Industry-leading payout structures with customizable transition options for veteran advisors, including robust independent pathways for higher-producing practices.
Key Responsibilities
- Provide comprehensive, fee-based wealth planning, estate strategies, and investment management to high-net-worth individuals and families.
- Manage and deepen existing HNW client relationships while driving organic practice growth through referrals and networking.
- Utilize advanced wealth tech and AI tools to optimize workflow, analyze portfolio data, and deliver tailored client experiences.
Qualifications & Requirements
- Track Record: Minimum of $200,000+ in trailing 12-month production (gross dealer concession/recurring revenue).
- Experience: Proven experience working directly with HNW clients, with a background in bank wealth management, wirehouses, or independent RIAs.
- Licensing: Series 7 and 66 (or Series 63/65) required; CFP, CFA, or CIMA designations preferred.
- Entrepreneurial Mindset: A self-motivated professional looking for higher autonomy, better payout structures, and a clear path to scale their practice.
Compensation & Benefits
- Highly competitive payout structure significantly above traditional bank models.
- Generous, customized transition packages for veteran advisors looking to move their business.
- Comprehensive health, retirement, and equity/growth incentive options.
* For immediate consideration, please send your resume to:
