Associate Financial Advisor (Financial Planning Track!) – Springfield, VA
A growing wealth management firm in Springfield, VA, is seeking an Associate Financial Advisor to join its collaborative and client-focused team. This is an excellent opportunity for an early-career professional looking to build a long-term career in financial planning while receiving direct mentorship from experienced advisors.
Compensation: $80,000-85,000 + Bonus
Responsibilities
- Support senior advisors with financial planning and client service activities
- Assist in preparing financial plans, investment recommendations, and client presentations
- Participate in client meetings and follow-up communications
- Conduct research and analysis related to client financial strategies
- Maintain accurate client records and ensure organized workflow processes
- Learn and apply comprehensive financial planning best practices
Qualifications
- 0–2 years of experience in financial planning, wealth management, or a related field
- Bachelor’s degree in Financial Planning, Finance, or related discipline preferred
- CFP® coursework completed or in progress required
- Strong organizational skills and attention to detail
- Excellent communication skills and willingness to ask questions and learn
- Demonstrated interest in building a long-term career as a financial advisor
This role is ideal for someone eager to learn, develop advisory skills, and grow within a supportive Registered Investment Advisor (RIA) environment! For consideration, please reach out directly to Kelly Lucey at [email protected]
#LI-KH1
#LI-Onsite