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Senior Wealth Manager

  • Senior Wealth Manager job type Posted on: Nov 02, 2026
  • Senior Wealth Manager experience level Leah Yosef International
  • Senior Wealth Manager employment type McLean, Virginia
  • Senior Wealth Manager employment type Onsite
  • Senior Wealth Manager salary Full-time

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Job Title :

Senior Wealth Manager

Job Type :

Full-Time

Job Location :

McLean Virginia United States

Remote :

No

Jobcon Logo Job Description :

Wealth AdvisorFee-based RIAMcLean, VAOverviewDynamic and fast growing Independent RIA seeks a Wealth Advisor to inherit relationships from 3 retiring advisors over the next 2-3 years (~200M+ AUM).HighlightsProvide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management to a select group of high net worth individuals and familiesStrong expertise in advising executives, newly independent women, as well as entrepreneurs approaching liquidity eventsExtensive marketing budget that drives a continuous stream of warm leads and prospects$175,000 first year compensation package with potential to convert to revenue based payout over time. Clear track towards equity ownershipRequirementsAdvanced designations such as CFP, CDFA, CEP or CEPA strongly preferred2225

Jobcon Logo Position Details

Posted:

Nov 02, 2026

Reference Number:

10440_4483881464

Employment:

Full-time

City:

McLean

Job Origin:

APPCAST_CPC

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Wealth AdvisorFee-based RIAMcLean, VAOverviewDynamic and fast growing Independent RIA seeks a Wealth Advisor to inherit relationships from 3 retiring advisors over the next 2-3 years (~200M+ AUM).HighlightsProvide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management to a select group of high net worth individuals and familiesStrong expertise in advising executives, newly independent women, as well as entrepreneurs approaching liquidity eventsExtensive marketing budget that drives a continuous stream of warm leads and prospects$175,000 first year compensation package with potential to convert to revenue based payout over time. Clear track towards equity ownershipRequirementsAdvanced designations such as CFP, CDFA, CEP or CEPA strongly preferred2225

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