Wealth Manager

Wealth Manager

Location: Fairfax, VA

Salary: $90K-$105K; additional performance-based bonus of up to 20%

Full time; In-office

We are an independent advisory firm committed to comprehensive, values based wealth management. Our team-oriented culture thrives on collaboration, a strong work ethic, and open communication. We take a holistic view of wealth, one that considers our clients' personal, spiritual, relational, and financial well-being. Our firm believes that everyone is made in God’s image and has been created with particular skills and purpose. Every person deserves respect and we are committed to working diligently in pursuit of stewardship through excellence. We value individuals who have a north star, drive and tenacity as well as a servant attitude. We welcome like-minded professionals to grow with us.

Our approach includes asset protection, estate and retirement planning, cash flow management, tax considerations, and investment advice. We partner with attorneys, tax specialists, and other outside professionals so that each client's full financial picture is covered. We treat every client relationship as a long-term partnership, not a one-time transaction, and we are known for reliable onboarding, clear communication, and responsive service. 

We are currently seeking a Wealth Manager to join our growing team. The Wealth Manager will support Financial Advisors by preparing for client meetings, sitting in at meetings to learn the firm's approach, and handling critical post meeting tasks, either directly or through delegation.

The Attributes We Look For

• Desire to be a long-term contributing member of the team and firm
• A sincere commitment to earning each client's trust by doing what's best for them
• Exceptional listening and communication skills, with a genuine curiosity about people
• Humility and high responsiveness toward client needs
• A self-start mindset with strong time management and the ability to balance competing priorities.
• Careful attention to detail combined with the ability to move work forward efficiently
• Ability to work autonomously within areas of responsibility, as well as collaboratively with the broader team.
• Strong interpersonal skills and the ability to build rapport easily with clients, colleagues, and community contacts.
• Persistence, patience and tenacity
• Adherence to rules established by the firm and the industry
• Willingness to share your point of view, while accepting that it may not be the one adopted.

What You Can Expect to Do

• Build and maintain strong client relationships by understanding each client's unique goals, connections, and personal interests.
• Uphold the firm's fiduciary commitment through sound judgment and ethical decision making.
• Be proactive and relationship-centric
• Help Advisors Deliver Outstanding Service to Various Clients

           - Proactively ensures “next steps” and that interaction cadence matches coding

           - Updates account “links” and monitors money movement: SWPs/PIPs/BEPs/RMDs-QCDs

           - Maintains current income tax returns, EP docs and non-Clarion acct statements

• Help Prepare Advisors for and Administrates Client Service Meetings

           - Pulls - Reviews File: primary goals / recent history / account features / etc.. (2 weeks prior)

           - Helps conduct the service meeting – using model – scripting, protocol and procedures

• Support Advisors / Administrate the Onboarding of New Clients

           - Responsible for all notetaking during interactions and managing follow-up items

           - At the direction of the advisor, process all paperwork and track transfers

           - Creates summary emails – delivers to Advisor within two days

Qualifications

• A minimum of 3 to 5 years of experience in financial planning or wealth management, including 3 to 5 years in a similar role.
• Bachelor's degree required
• Active Series 65, required
• CFP or CHFC preferred (or willingness to obtain)
• Demonstrated relationship management experience
• Proficiency with planning and CRM tools.

We welcome a diverse pool of applicants from various backgrounds and encourage you to apply to learn more about what our firm offers and whether it might be a great fit for both of us. We look forward to meeting you.