Associate Financial Advisor - Hybrid Growth & Client Impact

Brown Miller Wealth Management; McLean (VA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

401k 4% match

Medical insurance

Dental insurance

Long-term disability

Telework option

Paid time off

Paid holidays

Job summary

Brown|Miller Wealth Management, a boutique wealth advisory firm, seeks an Associate Financial Advisor to join its private team in the Washington, DC area. The role provides exposure to client servicing, planning, and advisory work within a fiduciary, fee-only practice.

You will support Financial Advisors, develop financial plans, and help maintain client files while growing your career in wealth management with a collaborative, values-driven firm.

Qualifications

• Series 65 required.
• Bachelor’s degree in finance or another related field.
• 2+ years in support or client relations position; Financial Services industry experience and/or sales experience is preferred.
• A passion for financial planning & growing; initiative-taking candidates who want to advance their career.

Responsibilities

• Deliver proactive client service and respond to client requests; manage action plans.
• Handle complex client account updates, asset movements, and transfers.
• Prepare, send, and process account documents; enter securities trades and corrections.
• Assist with trading and strategy; support Advisors and Partners with analyses.
• Create financial plans and wealth management analyses; document client conversations.

Skills

Client service

Financial planning

Relationship management

Communication

Education

Bachelor's degree in finance

Job description

Brown|Miller Wealth Management, a boutique wealth advisory firm, seeks an Associate Financial Advisor to join its private team in the Washington, DC area. The role provides exposure to client servicing, planning, and advisory work within a fiduciary, fee-only practice.

You will support Financial Advisors, develop financial plans, and help maintain client files while growing your career in wealth management with a collaborative, values-driven firm.