Financial Advisor (RIA)

Job overview

The Financial Advisor (RIA) role is onsite in Washington, DC; compensation is not specified. The position supports a confidential independent wealth management firm’s Washington office, serving client relationships through planning, investment analysis, and ongoing service. The advisor helps deliver coordinated financial advice by preparing planning materials, evaluating client opportunities, supporting transactions and requests, participating in meetings, and maintaining accurate records. The work spans investment, retirement, tax, estate, risk management, and wealth-transfer planning.

What you'll do

• Serve as a client communications contact and partner with Lead Advisors
• support financial planning, investment analysis, portfolio reviews, and ongoing service
• prepare meeting materials and planning deliverables
• evaluate planning opportunities
• help execute trades, rebalances, wires, and journals
• contribute to client meetings and follow-up
• coordinate with internal specialists and junior team members
• maintain client records and meeting notes.

What we're looking for

Skills & competencies

financial advisor

registered investment advisor

wealth management

financial planning

investment analysis

portfolio reviews

retirement planning

client service

washington dc

professions inc

401(k) match

health benefits

paid time off

professional development

Work arrangement

• Weekend coverage required

Benefits & perks

• Potential bonus or profit sharing, ownership or equity-related opportunities, 401(k) match, health benefits, paid time off, and professional development support.

Why this role

The firm offers potential bonus or profit sharing, ownership or equity-related opportunities, 401(k) match, health benefits, paid time off, and professional development support.

About the employer

Professions Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.