Associate Wealth Advisor
TalentWealth
Our client, a boutique and rapidly growing wealth management firm, is seeking an Associate Wealth Advisor to join their team. This is a unique opportunity for an experienced advisor to step into an established client base while gaining exposure to a broad range of financial planning and investment strategies.
The Opportunity
- Take ownership of relationships with an existing group of clients
- Collaborate on comprehensive financial planning and investment strategies
- Participate in and lead client meetings
- Work closely with senior advisors and leadership in a mentorship-driven environment
- Play a key role in a growing, entrepreneurial firm with long-term upside
What We’re Looking For
- 5+ years of experience in wealth management or financial planning
- Active licenses (Series 7 & 66; Life & Health preferred)
- CFP® (or on track to obtain) strongly preferred
- Strong client relationship and communication skills
- Experience with financial planning tools and CRM systems
Why This Role Stands Out
- Existing client relationships to manage from day one
- Clear path to partnership and ownership opportunities
- Collaborative, high-touch client environment
- Competitive compensation with bonus and long-term incentives
Location: Tyson's Corner area (onsite)
Vacancy posted 4 days ago
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