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Added 1 hour ago
Senior Wealth Consultant
District Partners
Washington, DC
Added 5 hours ago
AI Enablement Lead | Enterprise AI & Business Transformation
District Partners
Washington, DC
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Regional Finance Manager
District Partners
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District Partners
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Added 12 days ago
DP
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District Partners
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District Partners
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District Partners
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District Partners
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District Partners
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District Partners
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District Partners
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District Partners

Senior Wealth Consultant

Washington, DC, United States

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Job details

Experience: 5+ years of wealth management experience
Posting language: English

Original job description

District Partners has been engaged by one of the fastest-growing wealth management firms in the country that is expanding its national Advisor Referral Program and seeking exceptional Wealth Consultants to lead key markets across the United States.

This isn't a traditional advisor role. You'll serve as the face of the firm within premier custodial referral programs, including Fidelity Wealth Advisor Solutions (WAS) and the Schwab Advisor Network (SAN). You will be building trusted relationships with Financial Consultants, earning referrals, and delivering sophisticated wealth management solutions to high-net-worth individuals and families.

If you're an advisor who enjoys growing relationships as much as managing them, this is an opportunity to join one of the industry's most respected growth platforms.

What You'll be Owning:

Build and deepen relationships with Fidelity and Schwab Financial Consultants within assigned territories.
Convert warm referrals into long-term advisory relationships.
Deliver comprehensive wealth management advice, including investment management, retirement planning, estate planning, tax strategy, and risk management.
Represent the firm through educational presentations, branch meetings, client events, and networking opportunities.
Partner with internal specialists to deliver sophisticated planning solutions for affluent and high-net-worth clients.
Grow assets under management through relationship-driven business development rather than cold prospecting.
Serve as the firm's market leader within one of the industry's most respected referral ecosystems.

What You'll Bring to the Table:

5+ years of wealth management experience
Experience as a Wealth Advisor, Financial Advisor, Private Wealth Advisor, or Wealth Consultant within an RIA environment
A demonstrated track record of business development and asset gathering
Strong presentation and relationship-building skills
Experience working with affluent and high-net-worth clients
One or more advanced wealth management credentials such as CFP®, CRPC®, CPWA®, CIMA®, CFA®, ChFC®, CPA/PFS, or similar
Experience working within Fidelity Wealth Advisor Solutions (WAS) and/or the Schwab Advisor Network (SAN) is highly preferred.

Why This Role?

Join one of the fastest-growing wealth management firms in the country.
Step into an established institutional referral ecosystem with warm client introductions.
Build your business through trusted referral partnerships rather than traditional cold prospecting.
Work alongside nationally recognized planning, investment, tax, and estate specialists.
Entrepreneurial culture with significant opportunity for long-term career growth.
Remote position with market ownership and national resources.

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More about this job

Skills

Cleaning
SAN
Risk management
Presentation skills
Sales
Cold calling
Relationship building
CFA
CPA

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