Senior Investment Consultant

Lynx Investment Advisory • Washington, DC

311d

About The Position

The position is for an Investment Advisor at a growing investment consulting firm located in Washington D.C. The firm serves a diverse clientele, including institutional investors and global high net worth individuals, managing total assets exceeding $1 billion. The firm emphasizes superior long-term risk-adjusted performance and rigorous risk management, utilizing both traditional and alternative investment vehicles. Responsibilities include meeting with clients to assess their financial objectives, providing ongoing investment guidance, monitoring accounts, participating in the investment committee, and engaging in business development activities. The role offers a hybrid work schedule with some travel requirements.

Requirements

• Bachelor's or Master's degree in finance, economics, or a related field
• Professional certifications such as CFA, CFP, or similar are highly desirable
• 10+ years of experience as an Investment Advisor or similar role is preferred
• Experience working with both individual and institutional clients
• Strong understanding of financial planning strategies and investment management
• Excellent analytical skills and attention to detail
• Strong communication and interpersonal skills
• Ability to build and maintain client relationships
• A series 65 qualification is necessary, but can be taken after employment
• Must reside in Washington, DC metropolitan area

Responsibilities

• Meet with clients to determine their financial objectives and risk tolerance
• Provide ongoing guidance to clients on investments and financial strategies
• Monitor clients' accounts and determine if changes are necessary to improve financial performance
• Be an active member of the firm's investment committee and attend regular research meetings
• Meet with clients quarterly in person and/or on Teams to present quarterly reports
• Engage in business development to increase compensation from client acquisition and retention

Benefits

• Competitive base salary
• Incentive bonuses

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree