Senior Private Wealth Advisor

$350,000 – $700,000 + equity potential | Washington, DC office or fully remote

Senior Wealth Advisor – Washington, DC

You've built a practice. Now build equity in the firm.

Most senior advisors spend their careers growing someone else's enterprise value. This opportunity is different. Our client, a nationally recognized and rapidly expanding wealth management firm, is adding senior advisors across Washington, DC, Northern Virginia, and Maryland and is offering the right people a seat at the leadership table, a role mentoring the next generation, and a path to long-term equity. Seats at this level are limited by design.

Scope of the role:

• Serve as senior advisor to HNW households, including senior federal employees, law-firm partners, government contractors, and business owners.
• Lead planning around FERS/CSRS pensions, TSP strategy, deferred compensation, partner capital accounts, and business exits.
• Oversee portfolio strategy using the firm's open-architecture platform, with an emphasis on tax efficiency and income planning.
• Mentor junior and associate advisors and help shape the regional practice and service model.
• Contribute to firm leadership initiatives, recruiting, and best practices as part of the equity track.
• Transition your existing relationships with full support, consistent with your agreements and the Broker Protocol where applicable.
• Expand through professional associations, law and accounting firms, and centers of influence across the region.

The opportunity includes:

• A defined path to leadership and long-term equity participation.
• Independent ownership of your practice and client relationships.
• DC-area office or fully remote from anywhere in the U.S.
• Full transition support across operations, compliance, and onboarding.
• In-house planning specialists in tax, estate, trust, and federal benefits.

Economics and ownership:

• A transparent, production-based revenue share structured around your book and seniority.
• Transition packages based on trailing-12 revenue and assets moved, which may include upfront and asset-based components.
• Equity participation available over time for senior advisors who take on leadership responsibilities.

Candidate profile:

• Senior advisor with 7+ years of experience (10+ ideal) serving HNW clients.
• Ideally $100M+ in AUM or $650K+ in trailing-12 revenue; all senior advisors considered.
• Interest in leadership, mentoring, and ownership.
• Series 65 or Series 7/66 preferred; CFP®, CPWA®, CIMA®, or CFA valued.
• Clean regulatory record and an established referral network.

Ownership opportunities don't stay open forever. If you are a senior advisor looking for more than a new desk, let's have a confidential conversation.