Overview:

Campbell Wealth Management, a registered investment advisory firm in Alexandria, VA, is in search of a Wealth Manager to support an assigned group of clients. The Wealth Manager is responsible for running client review meetings, updating/presenting financial plans, and articulating the firm’s investment philosophy. The Wealth Manager will be the lead relationship manager for clients and be responsible for providing clients with a trusted advisor experience. The ideal candidate has strong knowledge of financial planning and portfolio management and lives to take care of his/her clients. This is not a sales role – candidates do not need to have an existing book of business. Campbell Wealth differentiates itself by offering extraordinary service to its clients – and the Wealth Manager’s ultimate objective is to deliver an extraordinary client experience.

Essential Job Functions & Duties:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Develop and maintain relationships with clients, centers of influence, and prospects
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for a set of HNW clients
  • Provide sound recommendations to clients in support of their goals and investment objectives
  • Maintain strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration
  • Deliver a delightful client experience at all times – our measurement is “Wow”
  • Participate in client meetings when appropriate
  • Grow and develop an existing client base through client and COI referrals
  • Coach and mentor other members of the wealth management team as appropriate
  • Maintain clear communication with clients relative to a minimum level of service and ongoing service expectations
  • Proactively identify issues and/or opportunities in the service of the client

Required Knowledge, Skills and Abilities:

  • Impeccable integrity
  • A positive attitude
  • 5+ years of wealth experience managing a HNW client base
  • CFP® designation required
  • Must have either Series 7 and Series 66 OR Series 65
  • Strong demonstrated quantitative and analytical abilities
  • Superior communication skills
  • Strong public speaking skills
  • Excellent judgment
  • Proficiency in Microsoft Office (Outlook, Word, PowerPoint and Excel)

Please e-mail your resume to HR@campbellwealth.com to be considered for this position.