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Senior Wealth Management Advisor

1 month ago

Vienna, Virginia, United States Glassman Wealth Services Full time
Job Overview

Glassman Wealth Services is seeking a highly motivated and experienced Senior Wealth Management Advisor to join our team. As a key member of our client advising team, you will be responsible for providing exceptional service to our clients, ensuring their wealth management needs are met, and helping to grow our client base through building strong relationships.

Key Responsibilities:

  • Develop and implement comprehensive wealth management plans for clients
  • Provide expert advice on financial, tax, investment, insurance, and estate planning issues
  • Build and maintain strong relationships with clients, understanding their unique needs and goals
  • Collaborate with cross-functional teams to ensure seamless delivery of services
  • Stay up-to-date on industry trends and best practices to continuously improve service delivery

Requirements:

  • Bachelor's degree and a minimum of 2 years of direct industry experience
  • Certified Financial Planner (CFP) or CIMA certification, or be working towards your certification
  • Strong interpersonal, verbal, and written communication skills
  • Ability to multi-task and thrive in a fast-paced environment
  • Strong working knowledge of financial, tax, investment, insurance, and estate planning issues and techniques

What We Offer:

  • Competitive salary commensurate with experience
  • Outstanding benefits package
  • Opportunities for professional growth and development

How to Apply:

Please submit your resume and a cover letter to [insert contact information]. We look forward to hearing from you