WEALTH Financial Advisor

Wealth Financial Advisor / Planner (CFP Required) Alexandria, VA. An experienced CFP is sought to take ownership of a high net worth client book and deliver 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. Responsibilities 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 Balanced blend of service + light sales, tailored to advisor strengths Qualifications 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 the first 6 months; hybrid flexibility thereafter. Travel for client meetings and events as needed. #J-18808-Ljbffr