Advisor - Washington DC

Your Role:

Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough

Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas

Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies

Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software

Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances

Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation

Seeks out leadership roles in the team and firm projects/assignments

Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support

Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically

Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation

Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)

Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation

Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately

Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM

Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.

Your Experience:

4 + years of experience in financial planning, wealth management or a related industry preferred

Undergraduate degree required

Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.

Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job

Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively

This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Skills & Attributes

Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows

Exceptional communication skills, both written and verbal, with clients and co-workers

Exceptional interpersonal skills and demonstrated teamwork mentality

Must be able to project a capable and trustworthy image

Must be a self-starter and proactively manage workload, communications, and ownership of tasks

Commitment to excellence and high standards

Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm

A high degree of personal integrity, maturity, and acute attention to detail

Strong analytical and problem-solving skills

Compensation:

Pay: $95k - $150,000 base compensation

Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an opportunity to convert to Partner status at vest.

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees

401(k) with 100% match up to 3% of annual compensation

Equity ownership opportunities for every employee

New Business Incentive Program

Generous employee referral bonus

Cell phone data reimbursement

Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues

Personal career development plans

Richer Life Business Partner (coaching for all employees)

Mindful Emotional & Social Intelligence training

Annual professional & personal wellbeing stipend

Connection & Community

Quarterly team-building events

Regular social events

Employee-led book clubs, committees, and affinity groups

Family & Milestones

Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)

Adoption benefits

Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years