Financial Advisor

Graystone Group is a specialized recruiting firm partnering with high-performing organizations to identify exceptional talent. We are currently supporting a respected independent Registered Investment Advisor (RIA) in the McLean, Virginia area as they continue to expand their advisory team. Our client has built its reputation on delivering comprehensive, fiduciary-based financial advice through long-term relationships, thoughtful planning, and exceptional client service. This is an opportunity to join a collaborative, client-first organization where advisors are empowered to focus on helping clients achieve meaningful financial outcomes. The Opportunity We're seeking an experienced Wealth Advisor who enjoys serving as a trusted partner to clients navigating complex financial decisions. This individual will inherit and cultivate client relationships while developing customized financial strategies across retirement, investments, taxes, estate planning, education planning, insurance, and wealth preservation. You'll work alongside a collaborative team of planning, tax, and investment professionals to deliver truly holistic advice. If you're passionate about helping individuals and families make informed financial decisions while working within a fiduciary environment that values relationships over sales quotas, we'd love to speak with you. What You’ll Do Serve as the primary advisor and relationship manager for a portfolio of clients Build and maintain long‑term trusted relationships through proactive communication Develop and present comprehensive financial plans Conduct ongoing client review meetings and adjust planning strategies as goals evolve Coordinate retirement, tax, estate, education, insurance, and investment planning recommendations Partner closely with internal planning, tax, and investment professionals Guide clients through portfolio implementation and investment decisions Review financial analyses and recommendations prepared by support staff Participate in business development efforts and cultivate referral relationships Contribute to investment committee discussions and firm‑wide planning initiatives Leverage modern financial planning technology to deliver an exceptional client experience Qualifications Required 5+ years of wealth management, financial planning, or investment advisory experience Experience independently managing client relationships Strong understanding of: Investment management Tax planning Excellent communication and presentation skills Strong organizational skills with exceptional attention to detail Ability to manage multiple client relationships simultaneously High level of professionalism, integrity, and client confidentiality Ability to successfully pass a background check Preferred Experience working within an independent RIA Familiarity with Tamarac, eMoney, Nitrogen, Morningstar Advisor Workstation, or similar platforms CPA, CFA®, EA, or other advanced financial designations Experience advising business owners, executives, and high-net-worth individuals Demonstrated success with client retention and relationship development What You’ll Find This opportunity offers the chance to join an established, growing advisory practice that prioritizes: #J-18808-Ljbffr