Financial Advisor

New Planner Recruiting
Jesse Lineberry
Main Street USA McLean, VA
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Our client is a nationally renowned financial planning firm with offices in McLean, VA and the greater Houston, TX area. Leveraging best in class technology, refined processes, and a client-centric focus, this firm has doubled its AUM in the last 12 months. If you are a hungry, knowledgeable, subject matter expert looking for a client-facing, lead advisor offering with one of the top firms in the country, this is the position for you.


The Financial Advisor will be a collaborative leader who works as a trusted advisor serving the sophisticated needs of high-net-worth individuals and families. You will build rapport and establish relationships with existing clients and target prospects by leveraging the firm’s refined, planning-centric approach. In addition, as a member of the advising team, you will contribute to our business development and marketing efforts. This is an advisor position that requires leadership, accountability, and a passion for delivering top-tier financial planning to high new worth clients.


Bachelors’ degree from an accredited college or university. 5+ years of experience. CFP® Designation required. eMoney exposure preferred. Foundational knowledge of key financial, investment and risk management concepts. A passion to help clients achieve their goals. Demonstrated analytical and problem-solving skills. Strong attention to detail, and exceptional follow through. Must be able to work independently and as a team player. Must be an empathic listener with a sincere, client first approach to financial planning.


Competitive salary based on experience. Generous bonus structure based on personal and firm growth. 401(k) with 6% match. Health benefits. Fun, growth-oriented atmosphere.