Client Advisor / Planner

Westport One Falls Church, VA

Client Advisor / Planner

Our client is a firmly established, fee-only growing RIA in Falls Church, VA. The firm offers concierge-style portfolio management and financial planning among HNW individuals and families. The company is in solid growth mode and assets under management are expected to grow to over half a billion this year.

 

Because of its current growth and client capacity, the firm seeks to add to their skilled team a locally-based (no relocation is provided), highly-skilled Client Advisor who is also an experienced financial planner.

 

The Client Advisor will develop and manage financial plans for existing clients (averaging $5m and up in investible assets) while offering holistic and team-oriented counsel as their trusted advisor.

 

The role works directly with company partners so there is local decision-making in a fast-paced atmosphere. Sales is not a primary component of this role however, a CFP or Series 65 is strongly desired and at least three to five years’ experience working face-to-face with HNW individuals.

 

Leadership consists of two partners who believe in a boutique-style, family and team-oriented work environment, top-notch technology and back-office support along with a great work/life balance. 

 

A competitive salary plus quarterly bonus, profit sharing plan, and new business incentives are offered.



Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.


Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.



To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW" ON THIS PAGE*** (PREFERRED)

 

2.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/VAclientadvisor

 

NO CALLS PLEASE