Glassy Mountain Advisors, Inc.
3 days ago Be among the first 25 applicants
Founded in 2021, Glassy Mountain Advisors is a growing wealth management firm specializing in investment management and financial planning services for individuals and families. With approximately $370 million in assets under management*, we are on a mission to significantly increase both our client base and assets in the years to come. This position is hybrid in the Greater D.C. metro area. The position will include being in the office two days a week in Bethesda, MD where the majority of our team works together for meetings, team lunches, and regular community service. We are looking for talented, motivated individuals to join our growing team and contribute to the expansion of our firm.
Position Summary The
Senior Wealth Advisor
will serve as a trusted partner guiding clients through life’s financial decisions, helping them achieve peace of mind and fulfillment while strengthening long-term relationships.
Duties
Assess clients’ financial needs
Determine investment objectives, risk tolerance, and target asset allocation
Manage clients’ investment portfolios in coordination with portfolio management team
Provide comprehensive financial planning services in coordination with other team members, which may include collaboration with clients’ other financial professionals, such as CPAs or estate planning attorneys
Communicate regularly with clients through in-person and virtual meetings, phone calls, and email
Conduct regular client review meetings and ensure that we are helping our clients progress toward their financial goals
Other Duties
Contribute to our ambitious growth plan by sourcing new client relationships, building community presence, and deepening existing relationships and expanding into new markets
Lead the firm’s financial planning business and deliver financial planning with a whole-family lens, ensuring engagement with clients across generations, and embracing technology to enhance the client experience
Serve as expert on financial planning topics, industry trends, and software (MoneyGuide)
Participate in leadership level conversations and decisions, as a core member of our leadership team
Manage and mentor Relationship Managers and help them advance in their careers
Contribute to monthly blog posts related to personal finance and financial planning
Help prepare and deliver client or prospect seminars
Engage in cross-functional projects, offering the opportunity to innovate and directly influence firm growth and client experience
Required Skills and Experience
Bachelor’s degree or more
CFP Designation required
Series 65 or 66 license
Minimum 10 years of industry experience
Demonstrated expertise and a consistent record of success in revenue growth through asset consolidations and new client development
Strong proficiency with financial software platforms such as Fidelity and Schwab Institutional, Wealthbox, Black Diamond, MoneyGuide, and similar tools
Outstanding organizational and time management skills with a keen eye for detail
Strong written and verbal communication skills
Ability to thrive in a team environment and contribute to overall company growth
Proficiency in Microsoft Office and other relevant business tools
Established network of client relationships, with the potential to bring a book of business to the firm (preferred, not required)
Why Join Us? At Glassy Mountain Advisors, we’re on a mission to help clients achieve peace of mind and fulfillment through lifelong financial guidance. Guided by our values—integrity, innovation, technology, collaboration, flexibility, and community—we are building a firm that’s growing rapidly, with ambitious annual targets. We stand out by focusing on the whole family, fostering deep personal relationships, and leveraging technology to deliver an outstanding client experience. Joining our team means contributing directly to this vision while advancing your career in a collaborative and supportive environment.
Opportunity to be part of a collaborative and growing team in a dynamic, fast-paced environment
Career development opportunities as the firm expands
Competitive salary and benefits package, commensurate with experience
Work-life balance with the flexibility of being hybrid, working remote 3 days week and 2 days regularly at the Bethesda office with the team
Opportunity to contribute directly to the firm’s client experience and operational excellence
Glassy Mountain Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Investment Management
#J-18808-Ljbffr
Founded in 2021, Glassy Mountain Advisors is a growing wealth management firm specializing in investment management and financial planning services for individuals and families. With approximately $370 million in assets under management*, we are on a mission to significantly increase both our client base and assets in the years to come. This position is hybrid in the Greater D.C. metro area. The position will include being in the office two days a week in Bethesda, MD where the majority of our team works together for meetings, team lunches, and regular community service. We are looking for talented, motivated individuals to join our growing team and contribute to the expansion of our firm.
Position Summary The
Senior Wealth Advisor
will serve as a trusted partner guiding clients through life’s financial decisions, helping them achieve peace of mind and fulfillment while strengthening long-term relationships.
Duties
Assess clients’ financial needs
Determine investment objectives, risk tolerance, and target asset allocation
Manage clients’ investment portfolios in coordination with portfolio management team
Provide comprehensive financial planning services in coordination with other team members, which may include collaboration with clients’ other financial professionals, such as CPAs or estate planning attorneys
Communicate regularly with clients through in-person and virtual meetings, phone calls, and email
Conduct regular client review meetings and ensure that we are helping our clients progress toward their financial goals
Other Duties
Contribute to our ambitious growth plan by sourcing new client relationships, building community presence, and deepening existing relationships and expanding into new markets
Lead the firm’s financial planning business and deliver financial planning with a whole-family lens, ensuring engagement with clients across generations, and embracing technology to enhance the client experience
Serve as expert on financial planning topics, industry trends, and software (MoneyGuide)
Participate in leadership level conversations and decisions, as a core member of our leadership team
Manage and mentor Relationship Managers and help them advance in their careers
Contribute to monthly blog posts related to personal finance and financial planning
Help prepare and deliver client or prospect seminars
Engage in cross-functional projects, offering the opportunity to innovate and directly influence firm growth and client experience
Required Skills and Experience
Bachelor’s degree or more
CFP Designation required
Series 65 or 66 license
Minimum 10 years of industry experience
Demonstrated expertise and a consistent record of success in revenue growth through asset consolidations and new client development
Strong proficiency with financial software platforms such as Fidelity and Schwab Institutional, Wealthbox, Black Diamond, MoneyGuide, and similar tools
Outstanding organizational and time management skills with a keen eye for detail
Strong written and verbal communication skills
Ability to thrive in a team environment and contribute to overall company growth
Proficiency in Microsoft Office and other relevant business tools
Established network of client relationships, with the potential to bring a book of business to the firm (preferred, not required)
Why Join Us? At Glassy Mountain Advisors, we’re on a mission to help clients achieve peace of mind and fulfillment through lifelong financial guidance. Guided by our values—integrity, innovation, technology, collaboration, flexibility, and community—we are building a firm that’s growing rapidly, with ambitious annual targets. We stand out by focusing on the whole family, fostering deep personal relationships, and leveraging technology to deliver an outstanding client experience. Joining our team means contributing directly to this vision while advancing your career in a collaborative and supportive environment.
Opportunity to be part of a collaborative and growing team in a dynamic, fast-paced environment
Career development opportunities as the firm expands
Competitive salary and benefits package, commensurate with experience
Work-life balance with the flexibility of being hybrid, working remote 3 days week and 2 days regularly at the Bethesda office with the team
Opportunity to contribute directly to the firm’s client experience and operational excellence
Glassy Mountain Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Investment Management
#J-18808-Ljbffr