Our client is a privately held investment and advisory firm that provides wealth management and financial solutions for clients worldwide. The Private Client Relationship Advisor will deliver high-quality client service, managing complex relationships for high net worth families, family offices, endowments, and foundations. This is a direct hire full time position, onsite, based in Washington, DC, with a salary range of $120,000–$150,000 per year.
Responsibilities:
Effectively manage all client service-related activities for high net worth clients, including high-touch communication and relationship management
Coordinate with outside advisors (e.g., attorneys, accountants) to ensure seamless service delivery
Understand trust administration, endowments, foundations, LLCs, partnerships, and other complex entities
Organize and oversee client meetings from initiation to completion
Maintain all account activities such as onboarding, transactions, and recurring deliverables
Understand fiduciary applications relevant to client relationships
Proactively address client inquiries and resolve issues promptly
Prepare client letters and communications tailored to individual needs
Complete customized analyses and reporting as requested by clients
Stay informed on industry trends, competitor offerings, and market conditions
Required Qualifications: Bachelor's degree, preferably in Finance or Business
Minimum of ten (10) years of relevant experience in wealth management or fiduciary services
Experience with trusts, fiduciary relationships, and complex client structures
Strong financial record-keeping and accounting skills
Excellent communication and client service skills
Tact, discretion, and sound judgment handling sensitive information
Strong decision-making and problem-solving capability
Multi-tasker with adaptability to changing priorities
Self-driven, detail-oriented, and dedicated to high ethical standards
Ability to work in Washington, D.C. office location
Preferred Qualifications: CTFA certification
Demonstrated management and leadership abilities to mentor Junior colleagues
What We Offer: 401(k) retirement plan with employer match
Medical and dental benefits for qualifying professionals
Vision and wellness program participation incentives
Fitness event fee reimbursement and gym discounts
Colleague Assistance Program and telemedicine services
Adoption benefits and daycare late pick-up reimbursement
Basic and Voluntary Life & Accidental Death & Dismemberment Insurance
Short-Term Disability, paid parental leave, and group long-term disability
Pet Insurance
Voluntary supplemental insurance options
Our Equal Employment Opportunity Policy: Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate, and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law.
