Associate Wealth Advisor

Tull Financial Group, Inc; Chesapeake (VA); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Professional development

Annual goal bonus

Ownership/equity track potential

Job summary

Tull Financial Group is seeking an experienced Wealth Advisor to join our growing team and serve as a trusted guide to individuals, families, retirees, and business owners seeking comprehensive financial planning advice. This role is designed for a professional with at least 3 years of direct advisory experience who is ready to grow within a fiduciary, client-first environment.

Advisors will lead client relationships, deliver planning recommendations, and contribute to the long-term growth of

Qualifications

• Minimum of 3 years of direct wealth management, financial planning, or advisory experience.
• Bachelor’s degree or equivalent professional experience.
• Series 65 license.
• Experience leading client meetings and presenting recommendations.
• Strong interpersonal and communication skills.
• High level of professionalism and ethical conduct.

Responsibilities

• Serve as primary advisor for client relationships.
• Conduct financial planning and review meetings.
• Maintain proactive communication with clients.
• Coordinate with attorneys, accountants, and other professionals when appropriate.
• Prepare and present comprehensive financial plans.
• Analyze retirement, tax, estate, insurance, and cash-flow needs.
• Help clients implement planning recommendations.
• Monitor progress toward client goals.
• Develop referral relationships.
• Participate in educational events and workshops.
• Support firm growth initiatives.
• Maintain accurate CRM records.
• Collaborate with client service team members.
• Support strategic initiatives and process improvements.

Skills

Wealth management

Financial planning

Client relationships

Communication

Professionalism

Education

Bachelor’s degree or equivalent

Tools

Orion

Advisor Engine

Redtail

Schwab Advisor Services

Job description

Tull Financial Group is seeking an experienced Wealth Advisor to join our growing team and serve as a trusted guide to individuals, families, retirees, and business owners seeking comprehensive financial planning advice. This role is designed for a professional with at least 3 years of direct advisory experience who is ready to grow within a fiduciary, client-first environment. Advisors will lead client relationships, deliver planning recommendations, and contribute to the long-term growth of the firm.

Salary Range: $80,000–$130,000, depending on experience, credentials, advisory expertise, and demonstrated ability to manage client relationships.

Benefits include:

• Paid time off, firm holidays, retirement plan, and health insurance
• Professional development and continuing education support
• Annual goal bonus and business development incentives
• A collaborative, respectful, and professional work environment

Long-Term Ownership Opportunity: High-performing advisors who demonstrate leadership, client retention, cultural alignment, and contribution to firm growth may become eligible for participation in a structured ownership and equity track after approximately 5–8 years of successful service.

(Full benefits details provided during later stages of the hiring process.)

Client Relationship Management

• Serve as primary advisor for client relationships
• Conduct financial planning and review meetings
• Maintain proactive communication with clients
• Coordinate with attorneys, accountants, and other professionals when appropriate
• Prepare and present comprehensive financial plans
• Analyze retirement, tax, estate, insurance, and cash-flow needs
• Help clients implement planning recommendations
• Monitor progress toward client goals

Business Development & Growth

• Develop referral relationships
• Participate in educational events and workshops
• Support firm growth initiatives

Team & Firm Contributions

• Maintain accurate CRM records
• Collaborate with client service team members
• Support strategic initiatives and process improvements

Minimum Qualifications

• Bachelor’s degree or equivalent professional experience
• Minimum of 3 years of direct wealth management, financial planning, or advisory experience
• Series 65 license
• Experience leading client meetings and presenting recommendations
• Strong interpersonal and communication skills
• High level of professionalism and ethical conduct

Preferred (But Not Required) Qualifications

• Experience working within an independent RIA
• Familiarity with Orion, Advisor Engine, Redtail, or Schwab Advisor Services

Who Thrives at Tull Financial Group

Successful Associate Wealth Advisor at Tull Financial Group are dependable, organized, collaborative, and client‑focused. They enjoy learning, value accuracy, work well in a growing entrepreneurial environment, and align with our firm’s purpose, vision, and values.

Hiring Process

We take hiring seriously and have designed a thorough, multi‑step process that allows both you and our team to evaluate fit, expectations, and long‑term potential. We commit to professionalism and clear communication at every stage.

Step 2: Initial Phone Conversation

A structured phone call with a member of our leadership team to discuss your background, career goals, and interest in the role. This conversation is intended to be a time to ensure an understanding of the role and allow for any questions.

Step 3: First Interview (Culture & Team Alignment)

A conversation focused on cultural alignment, long‑term growth, and mutual expectations, followed by reference checks.

Step 4: Second Interview (Role & Skills Focused)

An interview focused on your experience, approach to client service, attention to detail, and ability to manage responsibilities within a financial advisory environment.

Step 5: Third Interview & Professional Evaluations

A deeper interview with additional team members that may include professional evaluations such as skills assessments, work‑style questionnaires, or scenario‑based exercises relevant to the role.

All interviewed candidates will receive timely communication and closure.

About Tull Financial Group

• Tull Financial Group is a client‑first financial planning firm dedicated to delivering clarity, confidence, and exceptional service. We believe great planning begins with great relationships—and those relationships are supported by strong systems, thoughtful processes, and people who care deeply about doing things the right way.