Wealth Management Advisor

Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.Responsibilities:Communicate with internal and external contacts including prospects and clientsCollaborate with outside advisorsOrganize and manage client meetings from start to finishResponsible for all account maintenanceProactive resolution of client inquiriesQualifications:Bachelor’s degree required; degree in Finance or Business preferredMinimum of ten years of relevant work experienceExperience with Trusts and Fiduciary-based relationshipsCTFA preferredUnderstanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assetsUnderstand fiduciary applications relevant to client relationshipsSuperior client service and communication skills