Associate Advisor - Vienna VA

We're looking for an Associate Advisor who already has some experience in financial services and is ready for the next step. The role involves supporting clients, building advisory skillset, and working closely with Lead and Co-Advisors to implement comprehensive planning and financial plans. The role is a development opportunity inside a growing advisory team where you'll learn by doing and gradually step into client conversations.

Requirements

• Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field
• 1–4 years of experience in financial services, banking, wealth management, or planning support
• Actively pursuing or committed to obtaining the CFP® designation
• Ability to obtain the Series 65 within 3–6 months of hire (if not already licensed)
• Working knowledge of financial planning concepts (retirement planning, investments, tax considerations, estate basics)
• Experience using financial planning software and/or CRM systems
• Strong organizational skills and the ability to manage multiple client priorities simultaneously
• Professional communication skills — written and verbal — with comfort speaking in client-facing settings
• High level of integrity and commitment to fiduciary standards

Benefits

• Choice of Medical Plans
• Health & Wellness Accounts
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• Additional Leave and Time Off Benefits
• Dress Code
• Employee Recognition
• Team Incentive Plans
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks