Associate Financial Advisor

A Washington DC based wealth management, with an office in Houston, is looking to add an Associate Financial Advisor to their team. This firm currently oversees $3 billion in AUM, with a clear and ambitious vision to grow to $30 billion over the next decade. Their growth strategy is driven by disciplined investment management, exceptional client service, strategic acquisitions, and advisor development.

The firm serves high-net-worth individuals, families, executives, and business owners, delivering comprehensive financial planning and institutional-quality investment management with a boutique client experience.

The Associate Financial Advisor plays a critical role in supporting senior advisors, strengthening client relationships, and developing into a lead advisory role over time. This position is designed for a driven, client-focused professional who wants a long-term career path within a rapidly scaling firm.

This is not a back-office planning role. It is a client-facing growth track position with a structured development path toward becoming a Lead Financial Advisor and managing client relationships independently.

• Participate in client meetings alongside senior advisors
• Prepare and present financial planning analyses
• Assist in portfolio reviews and investment recommendations
• Proactively respond to client inquiries and service requests
• Maintain accurate client records and documentation
• Develop comprehensive financial plans (retirement, tax strategy, estate coordination, risk management, cash flow planning)
• Run planning projections and scenario analyses
• Collaborate with tax professionals and estate attorneys when appropriate
• Identify planning opportunities within existing client relationships

• Support senior advisors in prospect meetings
• Help prepare proposals and investment presentations
• Participate in networking and referral-building activities
• Develop personal business development skills with mentorship
• Assist with portfolio construction and rebalancing
• Conduct investment research as needed
• Monitor asset allocation and performance

• Bachelor’s degree in Finance, Economics, Business, or related field
• 2–5 years of experience in financial planning or wealth management
• CFP® designation (completed or in progress strongly preferred)
• Series 65 (or ability to obtain quickly)

• Strong analytical and planning skills
• High attention to detail
• Growth-oriented mindset
• Professional presence with high-net-worth clients
• Long-term interest in becoming a Lead Advisor

• Direct mentorship from senior advisors managing substantial client relationships
• Clear path to Lead Advisor and equity opportunities
• Exposure to complex, high-net-worth planning cases
• Participation in a firm scaling from $3B to $30B AUM
• Collaborative, team-based culture with institutional-level infrastructure

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