Associate Advisor

What our client is offering:

We are a one of the fastest growing fee-only RIAs in the country currently managing approximately $700 million in AUM. For us, true wealth management consists of investment consulting plus relationship management and advanced planning. We are committed to helping our clients make smart decisions that enable them to achieve their dreams, whatever they may be.

We are seeking a hard-working, results-oriented individual to join our outstanding team in Tysons Corner, VA. This professional will support our Senior Wealth Advisors directly in serving existing and potential clients. A qualified candidate is detail oriented, structured, and has a high degree of follow-through.

What you will get to do:

• Prepare financial projections, portfolio reviews, and assist in writing comprehensive financial plans
• Prepare for client meetings and complete follow up tasks
• Participate in meetings with Senior Wealth Advisors
• Anticipate firm needs and client questions

What our client seeks in a candidate:

• Bachelor’s Degree from an accredited university
• 3+ years of financial planning experience
• Certified Financial Planner designation
• Must be professional; comfortable talking to high net worth clientele
• Must be able to use excel, word, powerpoint, Microsoft office suite, and be comfortable using new software programs

Position perks:

• After 1 year of employment:
• Team bonus based on revenue growth goals
• 401(k) with 6% employer contribution
• 3 weeks paid vacation
• After 5 years of employment, 5 weeks paid sabbatical