Description

We are seeking a strategic, high-performing Senior Wealth Advisor who is ready to step into a leadership role and, over time, inherit a significant book of business from one of our firm’s partners. This is a rare opportunity with one of key clients in the D.C. Metro area, perfect for an experienced advisor who is looking not just for a job, but for a long-term home, meaningful impact, and a clear path to becoming a Partner within the next few years.

The ideal candidate brings deep expertise working with high-net-worth clients, a strong strategic mindset, and the ability to influence firm-wide direction. You must be comfortable rolling up your sleeves in a growing, entrepreneurial environment while also contributing to executive-level decisions.

• Serve as a primary advisor to high-net-worth individuals and multi-generational families.
• Manage, retain, and grow an existing client base.
• Inherit a book of business and build upon it through exceptional service and relationship expansion.
• Lead strategic initiatives across the firm including process improvements, platform evaluation, and operational efficiencies.
• Act as a resource for the entire advisory team—coaching junior advisors, guiding best practices, and elevating client service standards.
• Collaborate with leadership on firm strategy, growth planning, and client experience enhancements.
• Leverage financial planning and portfolio management tools to deliver sophisticated, customized solutions.

Requirements

You will bring: 

• 10–15 years of experience in wealth management or financial advisory.
• Proven success advising high-net-worth clients with strong relationship management skills.
• CFP® required; Series 66 or 65 preferred.
• Strong understanding of financial planning, investment management, and tax-efficient strategies.
• Ability to thrive in a startup-minded, fast-moving environment and contribute across all areas of the business.
• Experience training or mentoring advisors strongly preferred.

What we offer: 

• A clearly defined partner-track pathway.
• Opportunity to inherit and lead a significant book of business.
• High visibility and influence within the firm. 
• A collaborative, entrepreneurial culture where your expertise and leadership will shape the future of our organization.
• The added strength of a recent strategic merger which provides expanded resources, enhanced support infrastructure, and broader long-term growth opportunities, all while preserving our boutique culture and client-centric approach.
• Competitive compensation structure with long-term equity potential.