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.

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.