Wealth Advisor

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

Position Summary:

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



· 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