Wealth Relationship Advisor
jcw groupBaltimore (MD)
Wealth Relationship Advisor
Posted 3 days ago
jcw groupBaltimore (MD)
SENIORITY
Senior
About the role
About the Role:
We’re seeking a Wealth Advisor to join a growing, independent wealth management practice serving the DC Metro area. You’ll advise federal government professionals and contractors, helping them plan and manage their wealth with a long-term perspective.
What You’ll Do:
- Serve as the primary relationship manager for clients, typically in the $3-8M range
- Build your book through business development and referrals
- Collaborate with in-house planning and operations teams to deliver a seamless client experience
- Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards
What We’re Looking For:
- Series 65 (required)
- Portable book of business, or the capacity to grow into one
- Strong intellect, curiosity, and a relationship-first approach
- Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting
- Track record of retaining clients and cultivating new ones through trust-based relationships
- Experience with federal employees or government contractors is a plusCFA designation is a plus
- Open to advisors at any career stage
What We Offer:
- Full back-office support, including client service, planning, and trading
- Competitive compensation structure, customized to your experience
- Flexible, largely remote work setup with in-person collaboration about once a week
- Open to candidates anywhere in the DMV
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.