Associate Wealth Advisor: Client-First Growth & Ownership

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