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 HereSkills Required
- More than 10 years of experience in private wealth management
- CFP, CPA, CFA, JD, or MST certification or degree
- Demonstrated ability to lead complex client engagements and provide expert-level planning guidance
- Proven ability to cultivate ultra-high-net-worth relationships and develop new business
- Advanced technical expertise across financial planning and investment domains
- Superior communication, presentation, and relationship management skills
- Ability to collaborate and perform effectively within a team environment
- Bachelor's degree
- Experience with multi-generational families and complex governance structures
- Strong analytical and strategic planning capabilities
- Commitment to continuous learning and professional development
- Ability to communicate complex financial guidance clearly and confidently
- Willingness to work onsite in Columbia, Maryland two to three days weekly
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
