We are looking for an experienced Wealth Advisor to support high-net-worth individuals and families in Potomac, Maryland. This position focuses on creating thoughtful financial strategies, delivering tailored guidance, and building long-term client relationships grounded in trust. The ideal candidate brings strong planning expertise, investment knowledge, and a client-centered approach to helping individuals meet both wealth preservation and growth objectives. Responsibilities:• Develop and maintain strong relationships with high-net-worth clients by providing attentive, ongoing advisory support.• Create customized financial plans that align with each client's short-term priorities and long-term wealth objectives.• Lead clients through the planning process by evaluating financial circumstances, identifying goals, and recommending appropriate solutions.• Advise on investment approaches, annual planning priorities, and broader wealth management strategies based on client needs.• Apply knowledge of financial planning, investment products, and tax-aware strategies to deliver well-rounded guidance.• Monitor market activity, industry developments, and product updates to keep recommendations relevant and informed.• Prepare research and supporting materials in advance of client meetings to ensure productive and strategic discussions.• Ensure all client interactions, recommendations, and documentation adhere to applicable regulatory and compliance standards. Interested candidates in this Wealth Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn.

• At least 3 years of experience in wealth management, financial advisory, or a closely related financial services role.• Bachelor’s degree in business, finance, accounting, or a related field.• Certified Financial Planner designation required.• Active FINRA Series 6, 7, 63, or 65 license.• Experience developing financial plans and advising clients on investment and wealth strategies.• Strong communication and relationship management skills with the ability to serve high-net-worth clients effectively.• Life and Health Insurance licenses are preferred. Interested candidates in this Wealth Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.

Potomac, MD
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an experienced Wealth Advisor to support high-net-worth individuals and families in Potomac, Maryland. This position focuses on creating thoughtful financial strategies, delivering tailored guidance, and building long-term client relationships grounded in trust. The ideal candidate brings strong planning expertise, investment knowledge, and a client-centered approach to helping individuals meet both wealth preservation and growth objectives. Responsibilities:• Develop and maintain strong relationships with high-net-worth clients by providing attentive, ongoing advisory support.• Create customized financial plans that align with each client's short-term priorities and long-term wealth objectives.• Lead clients through the planning process by evaluating financial circumstances, identifying goals, and recommending appropriate solutions.• Advise on investment approaches, annual planning priorities, and broader wealth management strategies based on client needs.• Apply knowledge of financial planning, investment products, and tax-aware strategies to deliver well-rounded guidance.• Monitor market activity, industry developments, and product updates to keep recommendations relevant and informed.• Prepare research and supporting materials in advance of client meetings to ensure productive and strategic discussions.• Ensure all client interactions, recommendations, and documentation adhere to applicable regulatory and compliance standards. Interested candidates in this Wealth Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn.
2026-06-10T00:00:00Z