THE TROUBLESHOOTER

Wealth Management Advisor

Washington, DC, US

7 days ago
Save Job

Summary

Company Description

The TroubleShooter LLC is a dynamic and innovative for-profit tech firm based in Washington, DC, with a mission to empower underserved communities through cutting-edge IT services, workforce development, and educational programs. Focused on bridging the digital divide, The TroubleShooter LLC provides comprehensive IT solutions that include network management, cybersecurity consulting, cloud services, and technical support.

As a leader in workforce development, The TroubleShooter LLC designs and implements targeted training programs in high-demand fields such as cybersecurity, server administration, Web3/Blockchain, IT help desk, and vocational trades like electrical and low-voltage technician training. The company is committed to creating scalable employment pipelines through mentorship, hands-on training, and strong partnerships with tech firms, educational institutions, and real estate developers.

A key feature of The TroubleShooter LLC's mission is its focus on public-private partnerships, business certifications (CBE, MBE), and licensing. The company’s initiatives are designed to increase job placement opportunities for marginalized groups, specifically in Washington, DC’s Wards 5, 7, and 8, and contribute to the long-term economic growth of these communities.

Additionally, The TroubleShooter LLC is exploring innovative solutions like the development of a smart building that integrates workforce training, IT contracting, and housing support. This initiative aims to provide underrepresented communities with sustainable career pathways and access to tech training that can help them thrive in the digital economy.

The TroubleShooter LLC also extends its impact by working with faith-based organizations, offering IT management, help desk support, and cybersecurity services. Through these partnerships, the company helps strengthen community organizations, providing them with the tools and resources to scale their social impact.

With a focus on scalable solutions, equitable access to technology, and community-driven growth, The TroubleShooter LLC is committed to transforming lives through tech education and services.


Role Description

This is a full-time on-site role for a Wealth Management Advisor located in Washington, DC. The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, and investment services to clients. Day-to-day tasks will include assessing clients' financial needs, developing tailored financial plans, and managing client portfolios. The advisor will also engage in ongoing client relationship management to ensure clients' financial goals are met.


Qualifications

  • Financial Planning and Retirement Planning skills
  • Experience with Investments and Finance
  • Proficiency in Wealth Management Services
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Bachelor’s degree in Finance, Economics, Business, or a related field
  • Certifications such as CFP or CFA are a plus

How strong is your resume?

Upload your resume and get feedback from our expert to help land this job

People also searched: