Financial Advisor

Position title: Financial AdvisorLocation: Washington D.C., Virginia, or Maryland QUICK HITTERS:Unique opportunities to expand a Financial Advisors practice and client base.Our client's Wealth’s global resources and infrastructure provide a cutting-edge platform for growth.World-class investment platform.AI integrated technology for a new era in wealth management.Our client offers competitive compensation and robust support for industry-leading advisors.Average Referrals: 132 per Advisor/ Average Advisor produces $1.2MM (T12 from ‘24 and prior).53% of our client's base is affluent, the next highest bank is 16% which is Wells Fargo. They average $284 Million in core deposits over 300K households, that's over 200K in deposits per household.Our client offers Loan + Bonus program that's up to 250% of your T12. Must Haves:6-10 years of experience as a Financial Advisor supporting High Net Worth / Ultra High Net Worth clientsMinimum AUM requirement is $80 million.Bachelor's/University degree, master’s degree preferredUS: Registered FINRA Series 7.In addition, Series 66 (or Series 63 and 65) is required for CGMI.Group 1 insuranceProficient in software applications (ex. Microsoft Word, Excel)Knowledge of Bloomberg a definite assetAbility to communicate with co-workers and clients.Excellent written and communication skills.Strong financial background Day to Day:The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities:Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.Conduct sophisticated economic and financial market analyses.Analyze economic trends/activities and advise the effects on the investors' portfoliosRecommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding our client, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency