Senior Investment Advisor

Richmond, VA

Multi-Billion National Wealth Management Firm


Fast growing and dynamic National Wealth Management Firm seeks an Investment Advisor in Richmond, Virginia to support a book of high-net-worth clientele (400m+ AUM) working with founding partners.

Relocation Package Available

Not a commissioned sales role. Portable book of business not required


  • Receive valuable mentorship and guidance from founding partners while inheriting clients and collaboratively growing the firm
  • The Firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s
  • Implement the Firm’s investment strategies and asset allocation using mostly individual stocks and bonds and high quality ETF strategies
  • Opportunity to lead the investment process, building and maintaining investment policy statements and performing due diligence and research



  • 3-5+ years of wealth advisory experience with excellent interpersonal skills
  • CFA, CFP or CIMA a plus


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