Work With Us
We strive to produce an environment designed to propel you towards your professional aspirations. Our philosophy is that you should enjoy your work and do whatever it is that you are best at, so our management strategy is centered around curating an organization that enables that personnel-focused architecture. Are you ready to build something great alongside us?
Explore our career opportunities.
The Preston Archetype:
Inspired. Our search for people is predicated on a strong desire to build something of value and meaning in the world. Everyone in our building wants to build something truly different within our industry. We think there are better ways to do business and we are dedicated to discovering the best ideas yet to come.
Differentiated. We seek people who see the world differently than us. We don’t see significant value in everyone pursuing uniformity throughout our industry or company. We get excited when we meet people who tell us there is a different, better way.
Collaborative. We inspire to have a discursive experience at our company, where sharing ideas is intensely sought after. We are a deliberate company, which requires a healthy deliberation of unique perspectives and opinions. At Preston, everyone’s inclusion into what is being built here isn’t just optional - it’s required.
Creative and Experimental. We are far more concerned with what can be done versus what has already been done before. We believe doing things differently yields different results, and it takes devotion to a creative process to realize that. If it could make a client’s life better, we will try it - and if it doesn’t exist, we will build it.
Intellectually Passionate and Curious. We desire individuals who value knowledge in and of itself. We want people who are obsessive about mastering the things that capture their minds the most. The problems we are tasked with solving can be immensely difficult, and well trained, enthusiastic minds are best positioned to solve them.
Our Benefits
Safe harbor 401(k) with a 3% match
Medical insurance
Dental insurance
Vision insurance
Strategic career planning
Continuing education and career development opportunities
Three weeks of paid time off
Available Positions
Senior Wealth Advisor
Preston Wealth Advisors (PWA) is a boutique wealth management firm that serves high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. We provide comprehensive financial planning and bespoke asset management, crafting financial journeys truly tailored to our clients. We’re customer-centric, viewing our clients as our partners, and are proudly located in Reston, Virginia.
Job Description
A Senior Wealth Advisor at PWA strives to offer industry leading financial planning and asset management, providing clients with courses of actions derived from objectivity, integrity, and expertise. You will be an exemplarily fiduciary to our clients, always positioning their financial well-being at the very top of all priorities. Your objective is to understand our clients and their financial needs, and carry out those desires and aspirations to the best of your ability.
What You’ll Do
Prospect clients that are a fit for your style and expertise, and build a book of business that speaks to your aspirations in this industry.
Create, modify, and review financial plans for our clients, while also providing research and development towards the creation of industry best practices for wealth management.
Create, modify, and review asset management strategies, whether it be crafting or managing portfolios for clients, or producing research that may enhance the likelihood of success for client objectives.
Establish a personal investment philosophy, and produce strong methods for carrying out your theories, so that our clients will have access to them when contemplating their financial needs or desires.
Manage or participate in prospective client meetings with other advisors, offering support where it’s needed.
Manage or participate in the onboarding of new clients, assuring that their first exposure to the firm is excellent.
Build and sustain strong relationships with our custodians, vendors, and peers in order to implement and create the best client centered practices within our industry.
Serve as a subject matter expert for clients and the firm alike on all things related to wealth management.
What You Need
We want someone with ample experience in the wealth management industry and a portable book of clients worth at least $50 million in assets. We believe that five-to-eight years in the wealth management industry, valid Series 65 or Series 66 licensing, and a bachelor’s degree are what is minimally required to qualify for consideration of this position. Ideally, we are searching for someone that possesses CFP®, CPWA®, CFA, or CPA designations.
A portable book worth at least $50 million in assets
At least five-to-eight years of experience in the wealth management industry
Series 65 or Series 66
Ideally, possession of CFP®, CPWA®, CFA, or CPA designations
A bachelor’s degree
If you don’t meet these criteria, but still think you’d be a great candidate, then submit an application anyways. We’re open to possibilities, potential, and surprises.
The Type of Candidate We’re Looking For
At PWA, we believe most technical requirements for most positions are things that can be learned, so we place a lot of emphasis on the character and potential of applicants. These are the traits and desires that we are most interested in discovering.
A desire to build and grow with us. We’re a small shop, but we’re growing fast, and want to find someone who wants to build this company alongside us.
Professionalism. We want you to showcase the highest standards of professionalism in every interaction you have with PWA clients.
Collaboration. We’re building something different here at PWA, and we want someone who wants to offer their insights, talents, and ideas.
Inclusion. As we expand, we want to maintain a culture of including everyone throughout the process – interns, new hires, and clients alike.
Creativity. We want someone who ask the right questions, and provides us with fascinating alternatives to how the RIA industry has traditionally operated.
Intellectual passion and curiosity. We want the person in this position to constantly challenge themselves to become an expert at their craft, and expand upon their knowledge of wealth management.
Compensation & Benefits
The base salary for this position will be negotiated, but a comprehensive list of how total compensation at PWA is generated is described below. We strive to be collaborative in our approach to deciding the compensation for our employees.
Total Compensation
The base salary for this position will be negotiated.
The bulk of your compensation at PWA will be determined by the following additional avenues:
Advisory fees earned from managed clients; this is where you can generate a substantial amount of annual income at the firm.
The possibility of shared advisory fees generated from existing books of business; we are willing to share the wealth if you’re helping service existing clients managed by other advisors.
The possibility of discretionary performance bonuses; if your work is exemplary, we will gladly showcase our appreciation by opening up our checkbook.
Commissions earned through other valid financial services rendered; if you are a licensed insurance agent, you can provide such services and derive compensation accordingly.
Participation with our private equity portfolio and partner; this is the wildcard you should ask us about in the interview.
Safe harbor 401(k) with a 3% match
Medical insurance
Dental insurance
Vision insurance
Reimbursement for continuing education and career development
Comprehensive, strategic career planning
Discretionary performance bonuses (if your work is exemplary, we will gladly showcase our appreciation by opening up our checkbook)
Three weeks of PTO
If you are interested in this opening, please email Lucas Hodge at lhodge@prestonwealthadvisors.com, and provide a copy of your résumé.