Job Details

Are you looking for the next step in your career with a high-integrity, team-oriented financial advisory firm? Our client—a fast-growing Registered Investment Advisor (RIA) in Northern Virginia—is seeking a Financial Advisor with 5+ years of experience in wealth management, financial planning, or financial operations.

About the Opportunity

You’ll support a senior advisor and a tight-knit team of experienced professionals in delivering white-glove service to a loyal and growing client base. You’ll engage with clients directly, assist in planning and operations, and have a clear path toward career advancement—potentially into an advisory role.

Whether you're an aspiring Financial Advisor, a strong client service associate, or someone with operational experience looking for more meaning and growth in your day-to-day, this could be the perfect fit.

Responsibilities:

• Prepare financial plans and assist with client onboarding
• Process new account applications, IRA/Roth IRA transfers, and money movement requests
• Submit documentation to custodians (e.g., Schwab, First Clearing)
• Handle inbound client calls and proactively support ongoing service needs
• Maintain accurate CRM data (WealthBox & Salesforce)
• Draft professional communications on behalf of the advisory team
• Collaborate closely with a 5-person team on daily client service activities
• Participate in daily team huddles and long-term strategic growth initiatives

Requirements

• 5+ years of experience in financial services, wealth management, or financial operations
• Strong written and verbal communication skills
• Experience with CRM systems (e.g., WealthBox, Salesforce), Excel, and DocuSign
• Patience and poise under pressure—calm and client-focused when things change quickly
• Detail-oriented, dependable, and passionate about helping others
• Series 66 (or willingness to obtain); CFP or Series 65 a plus
• Familiarity with Schwab, First Clearing, or other custodians is a bonus

Career Growth & Perks

• Clear advancement path
• CFP sponsorship available after successful onboarding
• Join a fun, drama-free, and highly supportive office culture
• Generous benefits package:
  • 401(k) with company match
  • 20–22 days PTO
  • Premium healthcare plan (70% employer-paid – Platinum level)
  • Team retreats—including annual team cruise!

Location & Culture

• Fully onsite in Ashburn, VA – ideal for candidates living between Tysons Corner and Leesburg
• Office culture emphasizes collaboration, trust, and mutual respect
• No micromanagement—just a team of professionals with a shared vision

Apply today to learn more about this exclusive opportunity.