Wealth Management Specialist, Sr. jobs in Washington, DC

Job Description:

Our office environment can be described as modern, family-oriented, positive, and welcoming. The ideal candidate for this position will be a hard-working individual who wants to grow with this company. We are looking for an individual who thrives in a culture defined by a shared vision of always placing client interests first, by providing guidance in the areas of investments, retirement, tax, insurance, and estate planning to clients, while coaching and developing self and others.

Roles and Responsibilities

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients
• Motivated by finding solutions, and maintaining an entrepreneurial mindset in pursuit of growth
• Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

Client Service

• Extensive and meaningful activity and communication with clients and their advisors (CPAs, estate planning attorney)
• Employ appropriate client contact strategy within book of business
• Responsiveness and timely resolution of client inquiries or concerns

Qualifications and Requirements

• Minimum 2 years of experience in wealth management advisory services with demonstrated ability to attract and develop new business opportunities
• Proven ability to build, develop and retain a book of business
• Experience working in an entrepreneurial environment
• Bachelor's Degree preferred
• Series 7, 63, 65 (or 66 in lieu of 63 & 65) and Insurance Life/Health/Variable
• Must be able to pass a drug test, state background check, and federal fingerprinting.

Related Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, Wealth Management

Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• In-person

Education:

• Bachelor's (Required)

Experience:

• Financial concepts: 2 years (Required)

Work Location: In person