Wealth Manager
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What you'll do
- Serves as strategic advisor and fiduciary partner to ultra-high-net-worth clients and families.
- Leads complex wealth management engagements, often involving multi-generational estate planning and family governance.
- Drives new business development through personal networks, strategic alliances, and firm resources.
- Mentors and oversees junior advisors, contributing to the firm’s talent development and succession planning.
- Provides leadership on firm-wide initiatives including investment committee participation, thought leadership, and client experience innovation.
- Demonstrates expert-level capability in estate planning, concentrated wealth management, private and public investments, tax mitigation, and charitable planning.
- Applies advanced understanding of client psychology, family dynamics, or specialized planning disciplines.
- Guides clients through liquidity events, generational transitions, and philanthropic strategies.
- Models strong cultural alignment with fiduciary advice, collaborative work style, and high client service standards.
- Demonstrates leadership within the firm.
- All other duties as assigned
What they're looking for
- Typically, more than 10 years of experience in private wealth management.
- CFP, CPA, CFA, JD, or MST highly preferred.
- Demonstrated ability to lead complex client engagements and provide expert-level planning guidance.
- Strong business development capability with a proven record of cultivating UHNW relationships.
- Advanced technical expertise across planning and investment domains.
- Superior communication, presentation, and relationship management skills.
- Ability to collaborate and perform effectively within a team environment.
Nice to have
- Bachelor's degree is preferred
- Experience working with multi-generational families and complex governance structures.
- Strong analytical and strategic planning capabilities.
- Commitment to continuous learning and professional development.
- Ability to convey complex financial guidance with clarity and confidence.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Current Employees and Contractors Apply Here
Osaic Careers
Wealth Management Opportunity in Financial Services
CW Advisors - Wealth Manager
Location(s):
Columbia, MD: 6345 Woodside Court, Suite 100 Columbia, MD 21046
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
Salary: $150,000 – $170,000 per year + annual performance-based bonus
Actual compensation offered 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.
Summary:
The Wealth Manager at CW Advisors primary goal is to serve as a strategic advisor and fiduciary partner to ultra‑high‑net‑worth clients and families. This role is tailor‑made for established advisors with significant books of business and a demonstrated ability to grow, lead, and guide clients through complex wealth considerations.
Responsibilities:
- Serves as strategic advisor and fiduciary partner to ultra-high-net-worth clients and families.
- Leads complex wealth management engagements, often involving multi-generational estate planning and family governance.
- Drives new business development through personal networks, strategic alliances, and firm resources.
- Mentors and oversees junior advisors, contributing to the firm’s talent development and succession planning.
- Provides leadership on firm-wide initiatives including investment committee participation, thought leadership, and client experience innovation.
- Demonstrates expert-level capability in estate planning, concentrated wealth management, private and public investments, tax mitigation, and charitable planning.
- Applies advanced understanding of client psychology, family dynamics, or specialized planning disciplines.
- Guides clients through liquidity events, generational transitions, and philanthropic strategies.
- Models strong cultural alignment with fiduciary advice, collaborative work style, and high client service standards.
- Demonstrates leadership within the firm.
- All other duties as assigned
Education Requirements:
Bachelor's degree is preferred
Basic Requirements:
- Typically, more than 10 years of experience in private wealth management.
- CFP, CPA, CFA, JD, or MST highly preferred.
- Demonstrated ability to lead complex client engagements and provide expert-level planning guidance.
- Strong business development capability with a proven record of cultivating UHNW relationships.
- Advanced technical expertise across planning and investment domains.
- Superior communication, presentation, and relationship management skills.
- Ability to collaborate and perform effectively within a team environment.
Preferred Requirements:
- Experience working with multi-generational families and complex governance structures.
- Strong analytical and strategic planning capabilities.
- Commitment to continuous learning and professional development.
- Ability to convey complex financial guidance with clarity and confidence.
CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments.
Current Employees and Contractors Apply Here
Company
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