Marotta Wealth Management is an independent, fee-only, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenet of our work and our primary goal is to help our clients meet theirs.

We are ambitious in pushing the boundaries of comprehensive wealth management. We are constantly expanding our services and looking for talented people to join our team and help serve our clients.

Relationship Advisor

Our relationship advisors specialize in customer service for our clients. They are expected to be accurate, clear, empathetic, and responsive. They should have a general understanding of a wide variety of financial planning topics, although this general knowledge can be acquired through training and a diligent reading of our articles.

You will be responsible for:

  • Responding to client emails and phone calls
  • Scheduling and hosting client meetings
  • Presenting financial analysis developed by our specialists
  • Managing, tracking, and progressing multiple projects for multiple clients at the same time

Essential skills include:

  • Bachelor’s degree
  • (Ideally) ready to sit for the CFP® exam
  • Strong verbal and written communication skills
  • Sharp memory
  • Organized, attentive to detail
  • Friendly, able to socialize well with people you’ve just met
  • Genuine love of service
  • Familiarity with our perspective on financial planning

June 2023 Internship:
Marotta Written Communication Seminar

As fiduciaries, client relationships are at the core of our work, and the skill of writing an accurate, clear, empathetic, and timely message is essential to ensure quality service. In this four week internship, you will learn to plan, draft, and edit emails to clients using a combination of seminar style classes and real writing projects workshopped in a creative setting.

This paid internship will be held remotely over video conference and collaborative workspaces weekdays during June 5 through June 30, 10 AM to 5 PM EST.

Because internships are considered a primary pipeline for full-time opportunities, every intern must be eligible for full-time hiring upon graduation and be currently enrolled in a CFP Board Education program.

If you are interested in applying, tell us in our contact us form.