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Wealth Management Associate: CFP Path
Job in
Charlottesville, Albemarle County, Virginia, 22904, USA
Listed on 2026-01-12
Listing for:
Lohr & Company
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A family-owned financial planning firm in Charlottesville is seeking a Wealth Management Associate to support financial advisors. This entry-level role offers hands-on experience, advisor-led training, and a clear path to obtaining CFP certification. You will assist in financial planning, client interactions, and administrative duties, all while developing the skills necessary to transition into a fully functioning advisor role. A commitment to professional growth and obtaining required licenses is expected.
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Position Requirements
10+ Years
work experience
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