Veritas Partners
Senior Wealth Manager for High-Net-Worth & Trusts
Veritas Partners, Washington, District of Columbia, us, 20022
An investment management firm in Washington, DC is looking for a Finance Advisor to join their Finance Rotation Program. The role involves providing top-notch client service to high-net-worth families, managing client accounts, and collaborating with outside advisors. Candidates must hold a Bachelor's degree and have at least 6 years of relevant experience, especially in trust and fiduciary relationships. The position offers full-time employment with a competitive salary range of $125,000.00 to $165,000.00 annually.
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