About this opportunity
YTS Wealth Management lists this Wealth Management Advisor opportunity in tysons corner, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.
With a modern, family-oriented, and entrepreneurial environment, YTS offers experienced advisors the opportunity to expand their practice within a supportive, growth-focused organization that values autonomy, professionalism, and client-first service.
We are seeking an experienced and relationship-driven Wealth Advisor who is passionate about delivering sophisticated financial guidance, deepening client relationships, and contributing to the continued growth of the firm.
Position Overview
The ideal candidate is an established, licensed Wealth Advisor with a strong background in relationship management, business development, and comprehensive financial planning. This individual should possess a consultative approach, a high level of professionalism, and the ability to serve as a trusted advisor to high-net-worth individuals, families, and business owners.
This role is designed for a seasoned professional who thrives in an entrepreneurial environment and is motivated by the opportunity to grow and service a book of business while collaborating alongside an experienced and supportive team.
Key Responsibilities
Client Advisory & Relationship Management
Build, manage, and deepen long-term client relationships through proactive and personalized service
Deliver comprehensive wealth management strategies tailored to each client’s financial goals and objectives
Provide guidance across retirement planning, investment management, risk management, tax-efficient strategies, and estate planning coordination
Partner with external professionals including CPAs, attorneys, and other advisors to deliver holistic financial solutions
Maintain a high standard of responsiveness, professionalism, and client care
Business Development & Practice Growth
Cultivate new business opportunities through networking, referrals, centers of influence, and community engagement
Demonstrate a proven ability to develop, grow, and retain a book of business
Maintain an entrepreneurial mindset with a focus on long-term relationship management and sustainable growth
Contribute to the continued expansion and reputation of the firm
Professional Excellence
Conduct thorough financial discovery and present strategic recommendations aligned with client objectives
Stay current on market trends, investment strategies, and industry developments
Maintain a strong commitment to compliance, ethics, and fiduciary responsibility
Collaborate with internal teams to deliver a seamless and elevated client experience
Embrace accountability, leadership, and continuous professional development
Qualifications & Requirements
Minimum of 5+ years of experience in wealth management, private client advisory, or financial planning
Demonstrated success managing and growing client relationships and a book of business
Experience working within an independent, entrepreneurial, or growth-oriented advisory environment preferred
Bachelor’s degree preferred
Active Series 7, 63, 65 or 66 licenses required
Active Life, Health, and Variable Insurance licenses required
Strong interpersonal, communication, presentation, and relationship management skills
High level of professionalism, business acumen, and emotional intelligence
Ability to pass a drug screening, state background check, and federal fingerprinting requirements
Core Competencies
Wealth Management & Financial Planning
Relationship Management
Business Development
Practice Management
Strategic Thinking
Consultative Communication
Retirement Planning
Investment Advisory
Collaboration & Leadership
Client Experience Excellence
Due Diligence & Compliance
Continuous Improvement
Work Environment & Physical RequirementsWork Environment
Primarily office-based with regular in-person client meetings and interactions
Professional, fast-paced, and collaborative environment
Occasional travel for client meetings, conferences, networking events, and firm initiatives
Physical Requirements
Prolonged periods of sitting, computer use, and phone communication
Ability to attend in-person meetings and events
Occasional lifting of light materials up to 20 pounds
Ability to communicate effectively in both in-person and virtual environments
Compensation & Benefits
Compensation
Salary Range: $90,000 – $150,000 (commensurate with experience)
Additional performance-based compensation opportunities
Benefits & Perks
Growth and leadership development opportunities
9 paid company holidays
Flexible scheduling for personal appointments
Travel expense reimbursement
10 days of Paid Time Off
401(k) with dollar-for-dollar match up to 4%
Medical, Dental, Vision insurance
Health Reimbursement Arrangement (HRA)
Life Insurance
Maternity & Paternity Leave
Observed Holiday's:
New Year's Day
Martin Luther King, Jr. Day
Presidents' Day
Good Friday
Memorial Day
Juneteenth
Independence Day
Labor Day
Thanksgiving Day
Day After Thanksgiving
Christmas Eve
Christmas Day
New Year's Eve
Schedule & Work Environment
Monday–Friday (Daylight hours)
Occasional evenings/weekends for client events and networking
In-person role (Hybrid not available)
Location Requirement:
Tysons, VA 22102 – Candidates must be able to relocate prior to start.
Relocation and commute expenses are not reimbursed.
Legal & Compliance Disclosures
Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.
Job Type: Full-time
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.