Job Title: Associate Advisor
Location: Fairfax, VA (On-site)
Employment Type: Full-Time
About Our Client
Our client is a rapidly growing Registered Investment Advisor (RIA) in the Fairfax County VA , known for delivering comprehensive financial planning and investment management services to high-net-worth individuals and families. With a strong emphasis on client experience and advisor development, the firm offers a highly collaborative environment and a clear path for career advancement.
Position Overview
Our client is seeking an Associate Advisor to support senior advisors in managing client relationships and delivering holistic financial planning. This is a client-facing role with significant growth potential and a track to becoming a Lead Advisor.
Key Responsibilities
- Partner with Lead Advisors to prepare for client meetings, including financial plans, portfolio analysis, and presentation materials
- Attend client meetings and assist with follow-ups and ongoing relationship management
- Develop and maintain comprehensive financial plans (retirement, cash flow, investment strategies, etc.)
- Support portfolio management activities, including trade execution and rebalancing
- Maintain accurate client records within CRM and financial planning systems
- Handle client inquiries and provide timely, high-quality service
- Assist with onboarding new clients and ensuring a seamless experience
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field
- 1–3 years of experience in wealth management, financial planning, or a related field
- Progress toward CFP designation strongly preferred
- Strong analytical and communication skills
- Detail-oriented with the ability to manage multiple priorities
- Experience with financial planning tools and CRM systems preferred
Compensation & Benefits
- Base salary: $80,000–$90,000
- Target bonus: ~15%
- Comprehensive benefits package including unlimited vacation policy
- Support for professional development and certifications
Why This Opportunity
- Join a high-growth RIA with strong leadership and mentorship
- Gain direct exposure to client relationships early in your career
- Upward mobility into a Lead Advisor role
- Collaborative, team-oriented culture
If you are interested in this opportunity, please send your resume direct to Kyle Archer at [email protected]
#LI-KA1