International Search Consultants
Wealth Planning Associate
International Search Consultants, Washington, District of Columbia, us, 20022
Wealth Planning Associate - Washington, DC (Hybrid: Two Days in Office)
ISC's team of Financial Services Recruiters is partnering with a
leading Wealth Advisory firm in DC
on an opportunity open due to growth. This is an established, independent firm serving high-net-worth families and individuals, known for its collegial culture, long-term career development, and commitment to promoting from within.
This role is ideal for someone early in their wealth management career who wants to learn the full client-advisory process - from planning and investment implementation to direct client interaction - within a highly respected, growth-oriented firm.
What You'll Do: • Support senior advisors in delivering personalized wealth planning and investment management solutions. • Prepare and participate in client meetings; handle follow-ups and ongoing requests. • Assist with portfolio analysis, trading, and account activity (once appropriately licensed). • Gather client data, build financial plans in eMoney, and contribute to strategy discussions. • Participate on the firm's Investment Committee - contributing to research, strategy discussions, and industry conference insights. • Partner with the client service team on new accounts, transfers, and cash movement. • Collaborate on internal initiatives to streamline processes and enhance the client experience.
What We're Looking For: • 1-3 years of experience in financial services - RIA, family office, or private wealth setting preferred. • Bachelor's degree in Finance, Business, or related field. • Strong attention to detail, communication skills, and client-first mindset. • Familiarity with CRM systems and financial planning tools (eMoney, Morningstar, etc.). • Desire to pursue the CFP® or long-term career in wealth management.
If you're looking for a firm that values mentorship, technical growth, and long-term relationships - this is an outstanding next step.
ISC's team of Financial Services Recruiters is partnering with a
leading Wealth Advisory firm in DC
on an opportunity open due to growth. This is an established, independent firm serving high-net-worth families and individuals, known for its collegial culture, long-term career development, and commitment to promoting from within.
This role is ideal for someone early in their wealth management career who wants to learn the full client-advisory process - from planning and investment implementation to direct client interaction - within a highly respected, growth-oriented firm.
What You'll Do: • Support senior advisors in delivering personalized wealth planning and investment management solutions. • Prepare and participate in client meetings; handle follow-ups and ongoing requests. • Assist with portfolio analysis, trading, and account activity (once appropriately licensed). • Gather client data, build financial plans in eMoney, and contribute to strategy discussions. • Participate on the firm's Investment Committee - contributing to research, strategy discussions, and industry conference insights. • Partner with the client service team on new accounts, transfers, and cash movement. • Collaborate on internal initiatives to streamline processes and enhance the client experience.
What We're Looking For: • 1-3 years of experience in financial services - RIA, family office, or private wealth setting preferred. • Bachelor's degree in Finance, Business, or related field. • Strong attention to detail, communication skills, and client-first mindset. • Familiarity with CRM systems and financial planning tools (eMoney, Morningstar, etc.). • Desire to pursue the CFP® or long-term career in wealth management.
If you're looking for a firm that values mentorship, technical growth, and long-term relationships - this is an outstanding next step.