Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional
client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in
wealth management with strong opportunities for development and advancement at a firm known for its collaborative
culture.
Key Responsibilities
Deliver an exceptional client experience by serving as a primary point of contact for clients, Wealth Advisors, and internal team members through frequent phone, email, and in-person communication.
Partner closely with advisors to support client relationships, financial planning initiatives, and day-to-day service needs.
Coordinate with internal teams and firm professionals to research, review, and execute time-sensitive and high-priority investment-related requests.
Develop a strong understanding of portfolio construction, investment strategies, and risk management principles
Manage and facilitate the onboarding and investment implementation process for new client accounts while ensuring adherence to firm policies and procedures.
Support business development efforts by helping identify opportunities to deepen existing client relationships and attract new business.
Maintain accurate and organized client records across multiple systems, ensuring data integrity, compliance, and confidentiality.
Manage client information within the firm's technology platforms, including Addepar and other portfolio management and CRM systems.
Participate in special projects and process improvement initiatives designed to enhance operational efficiency and elevate the client experience.
Preferred Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field preferred.
2+ years of experience within the financial services industry working client facing
Experience supporting high-net-worth clients within an RIA, investment management firm, wealth management practice, or broker-dealer environment is highly preferred.
Professional designation or licensing such as CFP®, CFA, or Series 65 is a plus.
Passion for helping clients achieve their financial goals through exceptional service and relationship management.
Strong written and verbal communication skills with the ability to interact professionally with clients and colleagues.
Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Analytical mindset with strong attention to detail and problem-solving abilities.
Collaborative team player who thrives in a relationship-driven culture.
Comfortable learning and utilizing financial planning software, CRM platforms, and wealth management technology tools.
*4 days in office- role based out of Chevy Chase, MD 20815