Wealth Advisor

Location
Bethesda, Maryland
Salary
Competitive and commensurate with experience and qualifications
Posted
Oct 23, 2020
Closes
Nov 22, 2020
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Position Summary:

The Wealth Advisor will establish new client relationships and provide investment advisory and financial planning services.

 

Duties:

· Source new client relationships

· Manage client relationships (sourced by Wealth Advisor and others) by:

o Determining investment objectives and target asset allocation

o Managing clients’ investment portfolios in coordination with other Edgemoor team members

o Providing financial planning services in coordination with other team members

o Communicating regularly with clients

o Conducting regular client review meetings and ensuring that we are helping our clients achieve their financial goals

· Serve as member of the investment selection committee and contribute investment ideas

 

Required Skills and Experience:

· 5+ years of work experience in wealth management or financial services preferred, but not required

· Bachelor’s degree required

· CFA or CFP designation or desire to attain either designation

· Excellent interpersonal, organizational, and time management skills

· Demonstrated motivation and ability to develop business independently

· Genuine interest in serving and caring for other people

· Proven network of contacts in community

· Ability to work in a team environment and collaborate with others effectively

· Excellent written and verbal communication skills

· Demonstrated quantitative skills and attention to detail

· Comfort with disciplined, long-term investment management strategy

· Experience with portfolio management and financial planning systems