About the Opportunity
Our client, a leading national Registered Investment Advisor (RIA), is seeking an experienced Financial Advisor to join its growing wealth management team in Bethesda, Maryland, or the surrounding Washington, D.C. metropolitan area .
This opportunity is designed for an established advisor with a strong history of developing client relationships, growing a book of business, and delivering comprehensive financial planning and investment guidance. A transferable book of business is preferred but not required .
The ideal candidate has at least 10 years of experience building and managing client relationships and is looking for a long-term opportunity with a well-established wealth management platform offering strong resources, infrastructure, and growth potential.
Responsibilities
- Develop and maintain long-term relationships with high-net-worth individuals, families, business owners, executives, and other private clients.
- Provide comprehensive financial planning and wealth management advice based on each client's goals and financial circumstances.
- Advise clients regarding investment management, retirement planning, estate planning, tax-aware strategies, insurance, and other wealth planning needs.
- Manage and deepen existing client relationships while identifying opportunities to expand services and assets under management.
- Generate new client relationships through referrals, professional networks, centers of influence, and business development activities.
- Conduct regular portfolio and financial plan reviews with clients.
- Coordinate with investment, planning, tax, estate, insurance, and other specialists to provide integrated wealth management solutions.
- Maintain a high level of client service, responsiveness, and communication.
- Ensure client activity and recommendations comply with applicable regulatory and firm requirements.
- Participate in the continued growth and development of the firm's presence in the Bethesda and greater Washington, D.C. market.
Qualifications
- CFP® designation required.
- 10+ years of financial advisory, wealth management, or financial planning experience.
- Demonstrated history of developing, growing, and maintaining a book of client relationships.
- Transferable book of business preferred, but not required .
- Strong experience working directly with affluent and high-net-worth clients.
- Proven relationship management and business development capabilities.
- Strong understanding of investment management and comprehensive financial planning.
- Excellent communication, presentation, and interpersonal skills.
- Ability to develop trusted, long-term relationships with clients and professional referral partners.
- Strong ethical standards and commitment to acting in clients' best interests.
Why Consider This Opportunity?
This is an opportunity for an accomplished advisor to join a highly established RIA platform while continuing to build their practice and serve clients at a high level. The firm provides the infrastructure, investment resources, planning capabilities, and operational support necessary for advisors to focus on client relationships and long-term growth.
Location: Bethesda, MD / Greater Washington, D.C. Area
Experience: 10+ years
Certification: CFP® required
Book of Business: Transferable book preferred, not required