Keel Point, a premier boutique wealth management firm, with multiple locations in the United States, including Washington, DC metropolitan area, is seeking a Wealth Advisor to join our team!

The Wealth Advisor will be a driving force behind our clients’ financial success. The Wealth Advisor will partner with Senior Wealth Advisors to serve new and existing high-net worth clients. In addition, this individual will be expected to attract, engage, and retain new clients.

Why Choose Us?At our firm, we believe in a collaborative approach that fosters growth, both for our clients and our team members. You’ll be part of a dedicated group of professionals committed to providing exceptional service and innovative financial solutions. If you're a results-driven individual who thrives on building relationships and delivering top-tier financial strategies, we want to hear from you!

Key Responsibilities:

· Partner with Senior Wealth Advisors to craft tailored financial solutions that meet clients’ unique needs.

· Proactively identify and pursue new business opportunities to grow our client base.

· Support the Senior Wealth Advisors in business development by preparing compelling presentations and analyzing potential investment portfolios.

· Conduct in-depth client meetings to understand clients’ financial objectives and aspirations.

· Develop and deliver comprehensive financial plans that align with clients’ goals and communicate outcomes effectively.

· Prepare financial analyses for clients, including retirement planning, estate planning analysis, education funding, and risk management assessments.

· Recommend investment strategies that align with clients' objectives.

· Offer strategic, personalized tax and estate planning advice to clients.

· Foster a culture of success and ongoing business and goal achievement.

The ideal candidate will possess and reflect Keel Point Core Values. They will have excellent relationship skills and dedication to delivering first-rate client service in a timely fashion. A bachelor’s degree is a prerequisite and a CFP® or in the process of attaining CFP® certification is important. The ideal candidate will have a minimum of five years of experience in the financial services industry. The candidate will have a proven record of managing multiple projects at a time with high attention to detail and deadlines.

What We Offer:

A competitive salary, negotiable based on experience.
Comprehensive benefits including medical, vision, and dental insurance.
Employer contributions to Health Savings Account and 401(k) to help you plan for your future.
Generous vacation policy to support your work-life balance.
A friendly, collaborative work environment that values your contributions.

If you're ready to take the next step in your career and make a difference in the lives of our clients, we invite you to apply. Join us and become part of a team that values your expertise and dedication!

Keel Point

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