Wealth Relationship Advisor
jcw groupBaltimore, MD
Wealth Relationship Advisor
jcw groupBaltimore, MDSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting Services
APPLY NOW (opens in a new tab)About the Role:
We’re seeking a Wealth Advisor to join a growing, independent wealth management practice serving the DC Metro area. You’ll advise federal government professionals and contractors, helping them plan and manage their wealth with a long-term perspective.
What You’ll Do:
- Serve as the primary relationship manager for clients, typically in the $3-8M range
- Build your book through business development and referrals
- Collaborate with in-house planning and operations teams to deliver a seamless client experience
- Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards
What We’re Looking For:
- Series 65 (required)
- Portable book of business, or the capacity to grow into one
- Strong intellect, curiosity, and a relationship-first approach
- Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting
- Track record of retaining clients and cultivating new ones through trust-based relationships
- Experience with federal employees or government contractors is a plusCFA designation is a plus
- Open to advisors at any career stage
What We Offer:
- Full back-office support, including client service, planning, and trading
- Competitive compensation structure, customized to your experience
- Flexible, largely remote work setup with in-person collaboration about once a week
- Open to candidates anywhere in the DMV
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Level
Senior L5
Location
Baltimore, MD
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago