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We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.
Job DescriptionJob Description
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 .
·
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.
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.
Job DescriptionJob Description
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 .
·
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.
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.