Wealth Management Associate

Partner at Lohr & Company |Co-Founder of The Four Buckets Who We Are

Lohr & Company is a family-owned financial planning boutique based in Central Virginia, dedicated to helping families steward their resources wisely and live with greater impact and purpose.

While money is the starting point of our conversations, our true focus is on the people whose wealth we’re discussing. We believe every person is made in God’s image, and we strive to care for clients in a way that reflects that belief. Our role as advisors is to bring clarity to complex decisions—helping clients understand their options, align their resources with their values, and move forward with confidence and peace of mind.

While our clients span many stages of life, our focus is on those in or nearing retirement, guiding them through the transition from accumulation to confident income and lasting legacy.

Are you eager to launch a career in financial planning and investment management? Looking for a firm that could be a long-term fit, allowing you to grow and develop in this career? This role is intended to give you the tools you need to go from assisting our financial advisors to one day doing it yourself. From hands‑on experience, advisor‑led training and a track toward CFP certification, this could be the next place you call home.

The Wealth Management Associate (WMA) is a support role for the advising team. Within the advising team, the WMA is responsible for observing meetings, data gathering support and case design to aid in the development of comprehensive financial plans to the extent necessary. While this role may involve participation in client meetings, the WMA does not have decision‑making authority or an advisory role in client matters.

• Assist in collecting and organizing financial data from clients, including income, expenses, assets, liabilities, and insurance details.
• Ensure all relevant information is obtained for accurate financial analysis and planning.
• Utilize financial planning software to create financial models and projections for client situations.
• Develop various financial scenarios and evaluate their impact on clients' financial goals and objectives.
• Assist lead advisors in designing financial plans by analyzing data and providing case‑specific insights.
• Collaborate with advisors to ensure client deliverables are accurate, clear, and professionally presented.
• Participate in client meetings as needed, primarily for the purpose of enhancing communication skills and understanding client‑advisor meeting dynamics.
• Take detailed notes during meetings, ensuring all relevant information is recorded for follow‑up actions.
• Assist with the administrative aspects of financial planning, such as organizing documents, maintaining client records, and ensuring compliance with industry regulations.
• Provide technical support to advisors by conducting research on financial products, tax strategies, and investment options.
• Ensure all client information, financial plans, and supporting documentation meet regulatory requirements and are maintained in an organized and secure manner.

• Complete data entry and run reports in the Client Relationship Management (CRM) system, other firm software, and spreadsheets.
• Ensure data integrity across CRM systems.
• Coordinate and schedule client meetings.
• Assist clients in navigating online access to their accounts and other firm‑specific software.

• Maintain a commitment to ongoing professional growth through industry education and credentialing.
• Pursue and obtain required securities and insurance licenses (e.g., SIE, Series 7, Series 66, and Life/Health Insurance) within established timelines as determined by the firm.
• Begin coursework toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation within the first year of employment, with the goal of achieving certification as career progression allows.
• Utilize designated professional development time to study for exams, complete continuing education, and participate in firm-sponsored training programs.
• Demonstrate initiative in expanding…