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Osaic Careers
Wealth Management Opportunity in Financial Services
CW Advisors - Wealth Manager
3120 Fairview Park Dr. Suite 230, Falls Church, VA 22042
CW Advisors has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 days weekly in the office. Applicants located must be willing to work this schedule.
CW Advisors & Osaic are not considering remote candidates at this time.
Role Type: Full time
Compensation
Actual compensation including variable will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of our total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits .
The Wealth Manager at CW Advisors serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the financial planning process. This role is responsible for cultivating and maintaining deep client relationships, mentoring Financial Advisors, identifying business development opportunities, and driving growth through networking and Centers of Influence (COI) relationships.
As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client experiences and personalized wealth management solutions.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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