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Charitable Advisor Jobs in Washington (NOW HIRING)

Curi Capital

Wealth Advisor

Washington, DC

As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to ... Charitable Strategy * Responsible for growing business through business development and referral ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... charitable planning, lending evaluation, education funding, etc.). * Actively service client ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... charitable planning, lending evaluation, education funding, etc.). * Actively service client ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... charitable planning, lending evaluation, education funding, etc.). * Actively service client ...

Pew Charitable Trusts

Officer, Counsel

Washington, DC · Hybrid

$134K - $149K/yr

Legal Affairs Department The Pew Charitable Trusts is tackling some of the most pressing challenges ... Day-to-day duties of this position may include advising on contracting, intellectual property, data ...

Curi Capital

Wealth Advisor

Washington, DC · On-site

$120K - $200K/yr

As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to ... Charitable Strategy * Responsible for growing business through business development and referral ...

American Rivers

General Counsel

Washington, DC · On-site

$142 - $214/hr

Advise staff on state regulations applicable to charitable solicitation and assist with charitable watchdog reports as needed. * Advise staff on 501(c)(4) organizational compliance and program. Risk ...

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Charitable Advisor information

What is a charitable advisor?

Charitable Advisors are professionals who provide guidance to individuals, families, or organizations on how to effectively donate to charitable causes. They help clients develop giving strategies, choose reputable nonprofits, and maximize the impact of their philanthropy, often with consideration for tax benefits and legacy planning. Charitable Advisors may work independently, for financial institutions, or within nonprofit organizations, and they are knowledgeable about charitable laws and best practices.

What are some common challenges charitable advisors face when helping organizations develop effective giving strategies?

Charitable Advisors often encounter challenges such as aligning donor intent with organizational needs, navigating complex tax and legal regulations, and keeping up with evolving philanthropic trends. They must also balance the interests of various stakeholders, including donors, beneficiaries, and nonprofit leadership, while ensuring transparency and compliance. Building trust and maintaining open communication are essential for successfully guiding organizations toward impactful and sustainable charitable initiatives.

What are the key skills and qualifications needed to thrive as a charitable advisor, and why are they important?

To thrive as a Charitable Advisor, you need a solid understanding of philanthropic strategies, tax laws related to charitable giving, and financial planning, typically supported by experience in nonprofit or financial sectors and relevant certifications such as CFP or CAP. Familiarity with donor management software, CRM systems, and charitable gift planning tools is commonly required. Excellent interpersonal skills, active listening, and the ability to build trustful relationships are vital for advising clients on meaningful giving. These skills ensure you can effectively guide donors, maximize charitable impact, and foster lasting partnerships with individuals and organizations.

What is the difference between Charitable Advisor vs Fundraiser?

AspectCharitable AdvisorFundraiser
CredentialsOften requires nonprofit or financial certificationsTypically no formal certifications required
Work EnvironmentAdvises clients or organizations, often in offices or client sitesOrganizes events, campaigns, and outreach activities
Employer & IndustryNonprofits, financial advisory firms, philanthropic organizationsNonprofits, charities, community organizations

Charitable Advisors focus on providing strategic guidance and financial planning for charitable giving, while Fundraisers primarily work on organizing campaigns and events to raise funds. Both roles are vital in the nonprofit sector but differ in their core responsibilities and skill sets.

What are popular job titles related to Charitable Advisor jobs in Washington?

For Charitable Advisor jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Charitable Advisor jobs in Washington look for?

The top searched job categories for Charitable Advisor jobs in Washington are:

Charitable Advisor jobs near you
Infographic showing various Charitable Advisor job openings in Washington as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution.

Wealth Advisor

Washington, DC

Curi Capital
Finance and Insurance • 11 - 50 employees
Learn more about Curi Capitalexternal

Full-time

Re-posted yesterday

Job description

The Role

We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. 

Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.  

Key Responsibilities:

  • Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include: 
    • Financial planning and budgeting
    • Holistic balance sheet advisement (including cash and debt)
    • Asset allocation and investments
    • Estate and tax planning
    • Insurance analysis and review 
    • Charitable Strategy
  • Responsible for growing business through business development and referral generation from clients 
  • Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients 
  • Demonstrate a genuine involvement in the local community
  • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships

Key Skills:

  • Team-oriented, relationship-driven advisor
  • High integrity, honest, respectful individual
  • Curious and coachable disposition
  • Passionate about serving clients
  • Strong ability to foster relationships both externally and internally
  • Demonstrated strong work ethic 
  • Good communicator with superior written and oral communication skills
  • High attention to detail and well organized
  • Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives.
  • High standards of professionalism while working with clients and team members

Key Qualifications:

  • Certified Financial Planner (CFP) designation - required
  • Five years of relevant experience managing all facets of wealth management - required
  • Bachelor's degree - required
  • Experience serving physicians is preferred but not required 
  • Demonstrate strong, established client relationships  
  • Experience with financial planning software (MoneyGuide or eMoney)

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