Associate Wealth Manager Woman-Owned Independent RIA • Metro DC Area • Hybrid Advisory Track • 3-5+ Years Experience • Series 65 Required or Obtainable • Fully remote applicants will be considered

WHAT MAKES THIS DIFFERENT

This is not a support role with an advisory title. This is a genuine advisor-track position at a woman-owned independent RIA where your work matters on day one - and where the firm is invested in your long-term growth.
• Conduct real client reviews from the start • Fiduciary, independent RIA - no sales quotas
• CFP® study fully supported • Serve clients through major life transitions
• Licensed advisory role (Series 65 required) • Direct mentorship from a 25-year CFP® veteran
• CDFA® designation encouraged & supported • Hybrid or remote schedule, Metro DC area

THE OPPORTUNITY

We are growing and looking for a Wealth Advisor to join our team. This is a hybrid, in-office role (2-3 days per week in our Metro DC area office) for a financial planning professional with 3 to 5+ years of experience who is ready to step into advisory support responsibilities with a goal of moving to an independent advisory role over time. Fully remote applicants will be considered.

You will work directly with the advisor and clients - conducting annual reviews, supporting comprehensive financial plans, and completing required advisory disclosures. You will also support engagements in our life-transition financial planning practice, which serves clients navigating divorce and other major financial changes. We strongly encourage the CDFA® designation for this role and will fully support you in pursuing it.

If you have been working in client service or as an associate and are ready to be recognized - and compensated - as the advisor you are becoming, this role was built for you.

WHAT YOU'LL DO

Support Advisory Responsibilities
• Support advisor annual and periodic client reviews, including preparation, client-facing meetings, and follow-through execution.
• Complete rollover best interest disclosures and analyses in compliance with applicable regulatory requirements.
• Deliver financial planning recommendations across retirement, tax, investment, insurance, and estate planning.
• Support life-transition financial planning engagements, including divorce financial analysis and settlement scenario modeling.
• Ability to work effectively across multiple business lines to create a cohesive advisor and client experience.*

Financial Planning & Analysis
• Build and maintain comprehensive financial plans using financial planning software such as RightCapital or eMoney, including retirement projections, cash flow models, and scenario analyses.
• Gather and analyze client financial data to support advisory conversations and planning recommendations.
• Support tax planning analysis using appropriate tools.
• Coordinate with estate planning platforms and third-party providers on client planning needs.

Client Relationships & Operations
• Serve as a professional point of contact for clients alongside the Managing Partner.
• Prepare for and participate in client meetings; capture notes and drive action items to completion.
• Support account administration and onboarding in coordination with Schwab and/or Fidelity.
• Assist with compliance review submissions for marketing and client communications

COMPENSATION & BENEFITS

Compensation: $75,000-$90,000 base salary + merit-based bonus 100% employer-paid medical, dental & vision • 401(k) • Paid time off • CFP® study support

WHAT WE'RE LOOKING FOR

Required
• 3 to 5+ years in financial services, wealth management, or financial planning. Client service backgrounds considered for candidates committed to the advisory track.
• Series 65 (Investment Adviser Representative) license currently held, or the commitment and ability to obtain within 90 to 120 days of hire.
• Experience with Schwab and/or Fidelity custodial platforms.
• Solid working knowledge of financial planning concepts, advisory process, and fiduciary principles.
• Strong written and verbal communication skills - you can translate complex financial ideas into language clients actually use.
• Self-directed and accountable; comfortable managing multiple responsibilities in a lean, growing practice.

Preferred
• Working towards CFP® designation or genuine interest in obtaining it - we will actively support your path to certification.
• Genuine interest in divorce financial planning or other life-transition specializations.
• Familiarity with financial planning software such as RightCapital or eMoney.

Licensing & Designation Requirements
• Series 65: Required. Must be obtained within 90 to 120 days of hire if not currently held.
• CDFA®: Strongly encouraged. The firm supports candidates in pursuing the Certified Divorce Financial Analyst® designation; training and designation costs supported by the firm.