About the Role

Wealthy & Wise is expanding its advisory practice and seeking a licensed Financial Advisor to lead client development within the Hindi-speaking community across Virginia, Maryland, and the greater DMV area. This is a relationship-driven role for someone who combines genuine investment-advisory capability with strong cultural fluency and a passion for building trust in an underserved market.

 

You'll be the face of our advisory services in the community — meeting clients, hosting educational seminars, and growing awareness of what fiduciary, client-first financial guidance looks like.

What You'll Do

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• Build and grow an advisory client base within the Hindi-speaking community across DMV region

• Meet with prospective and existing clients throughout the DMV region

• Organize and host financial-education seminars in community settings across Northern Virginia and the Columbia/Ellicott City area

• Represent the firm in community and Hindi-language media outreach

• Provide fiduciary investment advice aligned with each client's goals

What You Bring

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• Series 65 license required (active and in good standing)

• Professional fluency in Hindi — this role directly serves Hindi-speaking clients and requires the ability to advise, present, and build relationships in Hindi

• Strong ties to, or the ability to build relationships within, the Indian community in the DMV region

• Comfort with public speaking and community outreach

• Client-development or advisory experience preferred

• Must be authorized to work in the US without sponsorship

Location & Schedule

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•  Hybrid role: primarily remote, based in or near Virginia within the DMV area

• On-site at our Columbia, MD office twice weekly to work with other advisors in the area

• Regular local travel throughout DMV for client meetings and seminars

Compensation

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• $55,000–$65,000 base, commensurate with experience, plus growth potential as you build your client base

How to Apply
Submit your resume and a brief note on your experience with community-based client development to Admin@investedadvisory.com

Wealthy & Wise is an equal-opportunity employer. We evaluate allapplicants based on qualifications, skills, and experience.