Associate Advisor

Overview

We’re hiring an Associate Advisor on behalf of our client—a growing wealth management firm based in Tysons, VA (on-site). This is an ideal opportunity for a CFP® professional who wants to deepen client exposure, sharpen investment and planning skills, and grow into a lead advisor role over time.

• Real client exposure — support and participate in meetings with high-net-worth households
• Learn from experienced advisors — partner closely with senior advisors on planning, investments, and relationship management
• Clear growth runway — structured path toward Lead Advisor responsibility as experience and confidence grow
• Capacity-rich environment — strong referral and custodial lead flow means learning is never limited by opportunity

• Support senior advisors in client meetings, analysis, and follow-up
• Assist with comprehensive financial planning across retirement, tax, estate, insurance, and cash flow
• Prepare investment analysis and portfolio recommendations
• Participate in ongoing client review meetings and implementation work
• Coordinate with client service and operations to deliver a seamless client experience
• Gradually assume more client-facing responsibility as readiness and performance allow

• Approximately 3+ years of advisory or associate advisor experience
• Solid foundation in investments and financial planning
• Experience with planning software such as eMoney (or similar)
• Strong communication skills and comfort interacting with HNW clients
• Coachable, driven, and eager to grow into a senior advisory role
• Team-first mindset with high attention to detail and follow-through

• Series 7 and Series 66 preferred

• Competitive base salary aligned with experience
• Bonus opportunity tied to performance and development
• Long-term upside as the role evolves into a Lead Advisor seat
• Comprehensive benefits, 401(k) with firm match, and business expense support

If you’re a CFP® professional early in your advisory career and want a seat where you can learn, grow, and ultimately lead client relationships—this is a strong next step.

👉 Reach out or apply to start the conversation.