Fairway Wealth Management LLC is a multi-family office providing integrated wealth management and investment advisory services. Founded in 2002, the firm manages over $1.6 billion in assets for high net worth individuals and families in twenty-five different states. We are in need of a Wealth Management Associate to support our wealth managers in delivering our full range of wealth management services. The ideal candidate will have an Accounting, Finance, and/or Financial Planning undergraduate degree and will have or be pursuing CPA or CFP licensure. Prior work experience, preferably in an accounting firm, family office, or wealth management firm, with exposure to personal income tax returns is desirable. This is a technical, client-service position responsible for the detailed analytical work in developing comprehensive wealth management deliverables for our clients in support of our team of wealth managers. This role involves a moderate degree of direct client contact as well as contact with clients’ other advisors such as attorneys, money managers, and insurance agents. Strong analytical and communication skills are required, as are strong computer skills in utilizing a variety of applications. Duties include the following:
Desired Applications/Skill Sets:
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1425 K Street NW #800, Washington, DC 20005
phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | mail@cfpboard.org
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