Lead Wealth Advisor - High Net Worth Growth

Posted 10 days ago

mt bankFalls Church (VA)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

A national financial institution is looking for a Wealth Advisory professional in Falls Church, VA, to lead client relationships and drive sales growth. This role involves developing wealth management strategies and managing a team to ensure that clients achieve their financial goals. Candidates should have at least 7 years of sales experience in financial services, ideally with high net worth clients. An MBA or relevant certification is preferred. The position offers an opportunity to directly impact the firm's revenue growth. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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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.