Working at Glassman Wealth
Come work with us.
We're looking for great people to join our growing team.
• Associate Client Advisor
• Client Advisor
2021 Washington Business Journal #1 Best Place to Work
We are thrilled that Glassman Wealth Services has been named the #1 Best Place to Work by the Washington Business Journal, our eighth year in a row on the list. And this year marks the third time we have placed #1 in small companies, and highest rank overall.
Want to know why we've earned this honor? Scroll down to learn more about our curious culture and commitment to our vision that has allowed our office to grow into the BPTW that we are today.
At Glassman Wealth, we don't settle.
"Okay" is not enough.
We strive for more, push the boundaries, and seek out creative new opportunities and possibilities.
It is about so much more than pie charts. And our firm is about so much more than numbers.
It's about the people - clients and employees alike.
Curiosity runs rampant here, and passion for our work drives us. . . after all, we share a passion for enriching the lives of our clients.
We Have Adventures
And We Work Hard
We Have Earned All Of These:
And We Offer These. . .
Fully Paid Health Plan
Health Savings Account
Continuing Education and Conferences
Retirement Savings Plan
And More
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Competitive salary
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Thinking days
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Access to business/life coaches
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Life insurance
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Free weekly lunch
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Unlimited vacation days
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On-site gym
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Employer paid conferences
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Charitable contribution match
These are current offerings and subject to change.
Associate Client Advisor
We are seeking a curious and driven Associate Client Advisor who has a passion for serving high-net-worth families and guiding them on the paths to achieve their dreams.
The successful candidate will work directly on one of our client advising teams, leading efforts to ensure each and every wealth management issue is properly addressed. You should certainly apply if you have more than 4 years of relevant financial planning support experience. There are no sales requirements for this position, yet an eventual desire to grow our client base through building connections is a plus.
Your experience and qualifications will include:
- Bachelor's degree and a minimum of 4 years of direct industry experience; working directly with wealthy families is a plus
- Certified Financial Planner (CFP®) or CIMA® certification, or be working towards your certification
- Strong interpersonal, verbal, and written communication skills
- Ability to multi-task and thrive in a fast-paced environment
- Strong working knowledge of financial, tax, investment, insurance, and estate planning issues and techniques
- Detail-orientation yet the ability to see the big picture
- Optimism and desire for achievement
- Adaptability and openness to change
- Proficiency in financial planning software is a huge plus (Tamarac, MoneyGuidePro, etc.)
We are an equal opportunity employer, and we promise to pay you a competitive salary commensurate with experience in addition to all sorts of other outstanding benefits. We value our employees, and we're not afraid to show it. (Really, it's true—take a look at our Awesome Benefits above).
Does this sound intriguing? Then don't wait—we'd like to hear from you! But no phone calls please; we're serious about that.
PS—We know the Washington area has a tight financial community. In ALL cases, your letter, resume, and interest will be kept completely confidential.
Client Advisor
We are seeking a curious and driven Client Advisor who has a passion for serving high-net-worth families and guiding them on the paths to achieve their dreams.
The successful candidate will work directly on one of our client service teams, leading efforts to ensure each and every wealth management issue is properly addressed. You should certainly apply if you have more than 6 years of relevant client-facing industry experience. There are no sales requirements for this position, yet an eventual desire to grow our client base through building connections is a plus.
Your experience and qualifications will include:
- Bachelor's degree and a minimum of 6 years of direct industry experience; working directly with wealthy families is a plus
- Certified Financial Planner (CFP®) or CIMA® certification
- Strong interpersonal, verbal, and written communication skills
- Ability to multi-task and thrive in a fast-paced environment
- Strong working knowledge of financial, tax, investment, insurance, and estate planning issues and techniques
- Detail-orientation yet the ability to see the big picture
- Optimism and desire for achievement
- Adaptability and openness to change
- Proficiency in financial planning software is a huge plus (Tamarac, MoneyGuidePro, etc.)
We are an equal opportunity employer, and we promise to pay you a competitive salary commensurate with experience in addition to all sorts of other outstanding benefits. We value our employees, and we're not afraid to show it. (Really, it's true—take a look at our Awesome Benefits above).
Does this sound intriguing? Then don't wait—we'd like to hear from you! But no phone calls please; we're serious about that.
PS—We know the Washington area has a tight financial community. In ALL cases, your letter, resume, and interest will be kept completely confidential.
Read More About Our Culture And Curiosity
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