Senior Wealth Manager
On-site · Washington, District of Columbia, United States
Washington, District of Columbia, United StatesOn-siteFull TimeSenior LevelLicense Or CertificationSmall
Type
Full Time
Level
Senior Level
Education
License Or Certification
Company size
Small
Job Summary
Provide comprehensive wealth management services including financial planning, tax planning, estate planning and risk management; leverage in-house tax capabilities; develop a book of business in a collaborative ensemble practice with significant firm-generated leads; focus on advising newly independent women and entrepreneurs toward liquidity events; strong marketing budget drives warm leads; track toward equity ownership; member of the Broker Protocol.
Required Qualifications
- Track record of business development from an external network
- CFP
- CDFA
- CEP or CEPA
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