Vintage Financial Partners, a growing wealth management firm in the Washington DC Metropolitan area, is seeking strong candidates to assist us in helping clients achieve their financial goals. This is your chance to play a critical role in the future success of our fast-growing organization!
Founded in 2016, Vintage Financial Partners is a regionally recognized Financial Planning Company that oversees almost half a Billion in client assets under management. Vintage Financial is known for its service model. It is driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.
We chose to use the word “Partners” in the name of our firm to emphasize collaboration, mutual support, and a strong relationship with our clients and team. It signifies that we view our clients and professionals as essential collaborators, working together to achieve common goals.
We would love to hear from you if you have a relentless, burning desire to succeed and share our vision!