Wealth Advisor
- Employer
- Edgemoor Investment Advisors
- Location
- Bethesda, Maryland
- Salary
- Competitive and commensurate with experience and qualifications
- Closing date
- Nov 22, 2020
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- 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
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