Financial Advisor

Kinnect Advisors

Are you a relationship-driven Financial Advisor who thrives in a client-facing role?

An established practice in the Woodbridge area is seeking a Financial Advisor to become the primary financial planning resource for clients currently working with their CPA partner. This is a unique opportunity to step into an immediate marketplace with existing relationships, steady referral activity, regular office foot traffic, and ongoing opportunities to help clients expand beyond tax planning into comprehensive financial planning.

What Youll Do:

Meet with walk-in and referred clients in person
Serve as the financial planning lead for clients of an established CPA practice
Identify opportunities to expand tax-focused relationships into comprehensive financial planning engagements
Conduct retirement, investment, estate, insurance, and wealth planning conversations
Deliver a high-touch, concierge-level client experience

Why This Opportunity is Unique:

Opportunity to focus on planning and client relationships rather than building from scratch
Warm introductions through a CPA practice with two VA offices and consistent client traffic
Supportive team environment with room for long-term growth

What Were Looking For:

FINRA Series 7 and Series 66 registrations
3+ years of experience as a Financial Advisor
Strong comprehensive planning mindset
Professional and polished
Excellent communicator who enjoys meeting people and building relationships
Self-starter who is dependable, organized, and proactive

Bring your planning expertise, relationship-building skills, and client-first mindset to a practice where youll be positioned for success from day one.

Apply today to learn more!

Apply

Vacancy posted 2 days ago

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