Wealth Advisor - VWG Wealth Management

Wealth Advisor - VWG Wealth Management

Req #1480

1919 Gallows Rd, Vienna, VA 22182, USA

Job Description

Posted Sunday, May 11, 2025 at 11:00 PM

Your Future Team

Located in Tysons Corner, VA, VWG Wealth Management delivers planning-driven, custom investment solutions for high-net-worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to ensure our clients live their lives to their fullest. Voted Best Places to Work by Washington Business Journal for 5 consecutive years, VWG offers its employees a collaborative, flexible, and enjoyable place to work. VWG Wealth Management is an affiliate of Hightower Advisors.

Job Overview

VWG Wealth Management is looking for an experienced wealth advisor to service an existing book of high-net-worth individuals. The advisor will be the primary point of contact and will develop and support client relationships through the transition process. Once transitioned, the advisor will manage the relationship with an emphasis on goal setting and financial planning while providing sound advice. You will work in a team environment and collaborate with members of the investment team, financial planning team, service team and other wealth advisors. You will report to a Partner, Senior Wealth Advisor.

Essential Functions

Work with partners to successfully transition designated clients; drive process when appropriate

Serve as primary contact for client relationships; plan and conduct client meetings including client reviews, presentation of financial plans, investment proposals and other recommendations

Develop and present client advice appropriate to individual client situations and following our planning processes, investment strategy and fiduciary standard

Deliver outstanding client service by conducting portfolio reviews, developing, and updating financial plan recommendations and working with investment team to create customized investment strategies to meet client goals

Demonstrate a broad base of knowledge across all functions of financial planning, including cash flow management, investments, insurance, tax strategy, retirement analysis and estate planning

Support organic growth of business through high client retention, organic asset expansion and new client acquisition

Monitor household performance in relation to benchmark indices and develop insights for clients reading key contributors and detractors

Present alternative investment ideas to clients

Network with the business community to help increase visibility of VWG brand

Collaborate and coordinate with clients' trusted advisors (ie attorneys, accountants, estate planners) to deliver thoughtful and holistic advice, recommendations, and service

Contribute content for ongoing education, including webinars, firm newsletters, and blog posts

Support firm growth by identifying, exploring and closing opportunities with new and existing clients

Comply with company policies, procedures, and regulations

Achieve proficiency in relevant technologies including eMoney Financial Planning software, BlackDiamond performance reporting platform and Fidelity's Wealthscape execution platform

Competencies

Excellent at strategic planning and implementation

Ability to articulate complex issues and incorporate feedback

Excellent verbal, written, presentation and interpersonal skills

Keeps current on the financial markets and economy, and uses best business practices

Self-motivated, proactive and collaborative

Technology skills: Microsoft applications (Outlook, Excel, PowerPoint and Word)

Maintains a flexible and collaborative work ethic

Uses team approach

Commits to exceeding client expectations

Weighs alternatives against objectives and arrives at reasonable decisions

Listens and respond effectively to client questions

Required Education and Experience

Bachelor's degree

5 years in a wealth advisor, portfolio administration, financial planner or related position

Certified Financial Planner designation and/or other relevant professional designation

Hours of Work: Standard hours of work are Monday through Friday during normal day business hours 8:30 - 5:00pm

What We Offer

VWG Wealth Management places a high value on employee happiness and professional development. We offer a fun, collaborative work environment that is ideal for working parents (children and pets!). We believe our team can best serve our clients when employees can also take care of themselves and their family. To foster this supportive culture, we provide a flexible hybrid work schedule, flexible paid time off, and two weeks to work from anywhere. Averaging an employee tenure of 10 years, our solid foundation of talent and expertise affords ample opportunities for employee development and career progression. VWG team members work collectively to learn and improve in a fun, productive environment. #LI-Hybrid

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Job Details

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1919 Gallows Rd, Vienna, VA 22182, USA