WEALTH Financial Advisor
CPS
Wealth Financial Advisor / Planner (CFP® Required) Alexandria, VA A fast growing advisory team is seeking an experienced CFP® to take ownership of a high net worth client book and deliver truly comprehensive planning. This role is ideal for an advisor who loves client relationships, excels in planning depth, and wants strong support — not a hunting environment. What You’ll Own Lead financial planning for HNW households ($1M+ AUM) Run client review meetings and present updated plans Strengthen long term relationships through proactive, high touch service Address complex financial questions with clarity and confidence Participate in client events, speaking engagements, and COI development Support growth through exceptional service and referrals — not cold prospecting Why Advisors Choose This Team Immediate access to firm provided clients Strong marketing engine driving consistent new client flow Clear earnings upside tied to engagement and retention Collaborative environment with planning, service, and marketing support A balanced blend of service + light sales, tailored to advisor strengths Who Thrives Here CFP® designation (required) 6+ years in financial planning or wealth management Strong communicator with planning depth and client service instincts Organized, detail driven, and comfortable managing multiple priorities Confident discussing markets, planning concepts, and investment strategy Location & Structure Based in Alexandria, VA (serving VA/DC/MD metro) In office 4 days/week for first 6 months; hybrid flexibility afterward Travel for client meetings and events as needed #cfp #wealthfinancialadvisor #hnwfinancialplanning #financialplanning #wealthmanagement #HNW LI-KF1
Vacancy posted 2 hours ago
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