Vacancy Description
Associate Wealth Manager Woman-Owned Independent RIA • Metro DC Area • Hybrid Advisory Track • 3–5+ Years Experience • Series 65 Required or Obtainable • Fully remote applicants will be considered
WHAT MAKES THIS DIFFERENT
This is not a support role with an advisory title. This is a genuine advisor-track position at a woman-owned independent RIA where your work matters on day one — and where the firm is invested in your long-term growth.
✓ Conduct real client reviews from the start ✓ Fiduciary, independent RIA — no sales quotas
✓ CFP® study fully supported ✓ Serve clients through major life transitions
✓ Licensed advisory role (Series 65 required) ✓ Direct mentorship from a 25-year CFP® veteran
✓ CDFA® designation encouraged & supported ✓ Hybrid or remote schedule, Metro DC area
ABOUT THE FIRM<...
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