Points of Light
Senior Wealth Advisor & Future Partner (High-Net-Worth Focus)
Points of Light, Falls Church, Virginia, United States, 22042
We are seeking a strategic, high-performing Senior Wealth Advisor who is ready to step into a leadership role and, over time, inherit a significant book of business from one of our firm’s partners. This is a rare opportunity with one of key clients in the D.C. Metro area, perfect for an experienced advisor who is looking not just for a job, but for a long-term home, meaningful impact, and a clear path to becoming a Partner within the next few years.
The ideal candidate brings deep expertise working with high-net-worth clients, a strong strategic mindset, and the ability to influence firm-wide direction. You must be comfortable rolling up your sleeves in a growing, entrepreneurial environment while also contributing to executive-level decisions.
Serve as a primary advisor to high-net-worth individuals and multi-generational families.
Manage, retain, and grow an existing client base.
Inherit a book of business and build upon it through exceptional service and relationship expansion.
Lead strategic initiatives across the firm including process improvements, platform evaluation, and operational efficiencies.
Act as a resource for the entire advisory team—coaching junior advisors, guiding best practices, and elevating client service standards.
Collaborate with leadership on firm strategy, growth planning, and client experience enhancements.
Leverage financial planning and portfolio management tools to deliver sophisticated, customized solutions.
You will bring:
10–15 years of experience in wealth management or financial advisory.
Proven success advising high-net-worth clients with strong relationship management skills.
CFP® required; Series 66 or 65 preferred.
Strong understanding of financial planning, investment management, and tax-efficient strategies.
Ability to thrive in a startup-minded, fast-moving environment and contribute across all areas of the business.
Experience training or mentoring advisors strongly preferred.
What we offer:
A clearly defined partner-track pathway.
Opportunity to inherit and lead a significant book of business.
High visibility and influence within the firm.
A collaborative, entrepreneurial culture where your expertise and leadership will shape the future of our organization.
The added strength of a recent strategic merger which provides expanded resources, enhanced support infrastructure, and broader long-term growth opportunities, all while preserving our boutique culture and client-centric approach.
Competitive compensation structure with long-term equity potential.
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The ideal candidate brings deep expertise working with high-net-worth clients, a strong strategic mindset, and the ability to influence firm-wide direction. You must be comfortable rolling up your sleeves in a growing, entrepreneurial environment while also contributing to executive-level decisions.
Serve as a primary advisor to high-net-worth individuals and multi-generational families.
Manage, retain, and grow an existing client base.
Inherit a book of business and build upon it through exceptional service and relationship expansion.
Lead strategic initiatives across the firm including process improvements, platform evaluation, and operational efficiencies.
Act as a resource for the entire advisory team—coaching junior advisors, guiding best practices, and elevating client service standards.
Collaborate with leadership on firm strategy, growth planning, and client experience enhancements.
Leverage financial planning and portfolio management tools to deliver sophisticated, customized solutions.
You will bring:
10–15 years of experience in wealth management or financial advisory.
Proven success advising high-net-worth clients with strong relationship management skills.
CFP® required; Series 66 or 65 preferred.
Strong understanding of financial planning, investment management, and tax-efficient strategies.
Ability to thrive in a startup-minded, fast-moving environment and contribute across all areas of the business.
Experience training or mentoring advisors strongly preferred.
What we offer:
A clearly defined partner-track pathway.
Opportunity to inherit and lead a significant book of business.
High visibility and influence within the firm.
A collaborative, entrepreneurial culture where your expertise and leadership will shape the future of our organization.
The added strength of a recent strategic merger which provides expanded resources, enhanced support infrastructure, and broader long-term growth opportunities, all while preserving our boutique culture and client-centric approach.
Competitive compensation structure with long-term equity potential.
#J-18808-Ljbffr