330 John Carlyle Street
Campbell Wealth Management, a registered investment advisory firm in Alexandria, VA, is in search of a Wealth Manager to support an assigned group of clients. The Wealth Manager is responsible for running client review meetings, updating/presenting financial plans, and articulating the firm’s investment philosophy. The Wealth Manager will be the lead relationship manager for clients and be responsible for providing clients with a trusted advisor experience. The ideal candidate has strong knowledge of financial planning and portfolio management and lives to take care of his/her clients. This is not a sales role – candidates do not need to have an existing book of business. Campbell Wealth differentiates itself by offering extraordinary service to its clients – and the Wealth Manager’s ultimate objective is to deliver an extraordinary client experience.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.