Wealth Manager

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.

• Develop and maintain relationships with clients, centers of influence, and prospects
• Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for a set of HNW clients
• Provide sound recommendations to clients in support of their goals and investment objectives
• Maintain strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration
• Deliver a delightful client experience at all times – our measurement is “Wow”
• Participate in client meetings when appropriate
• Grow and develop an existing client base through client and COI referrals
• Coach and mentor other members of the wealth management team as appropriate
• Maintain clear communication with clients relative to a minimum level of service and ongoing service expectations
• Proactively identify issues and/or opportunities in the service of the client

• Impeccable integrity
• A positive attitude
• 5+ years of wealth experience managing a HNW client base
• CFP® designation required
• Must have either Series 7 and Series 66 OR Series 65
• Strong demonstrated quantitative and analytical abilities
• Superior communication skills
• Strong public speaking skills
• Excellent judgment
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint and Excel)