Financial Advisor

Financial Growth Partners; Reston (VA); Hybrid; USD 70,000 - 120,000; Full time

Job summary

Financial Growth Partners in Reston, VA is seeking a full-time, hybrid Financial Advisor to meet clients, assess goals, and develop tailored financial plans aligned with real-life strategies.

You will analyze financial data and present recommendations on retirement planning, investments, and wealth-building strategies, monitor plans, educate clients, and maintain detailed records while collaborating with internal partners and supporting business development with ethical, compliant guidance.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related discipline.
• FINRA registrations and insurance licenses preferred.
• Strong analytical, problem-solving, and communication skills.
• Experience in financial services, wealth management, or related field preferred.

Responsibilities

• Meet with clients regularly to understand goals and develop tailored financial plans.
• Analyze financial data and present recommendations on retirement planning, investments, and insurance.
• Monitor plans and adjust as market conditions change.
• Educate clients on financial concepts and maintain detailed records.
• Collaborate with internal partners and participate in business development.

Skills

Financial Planning

Finance & Investments

Retirement Planning

Client Relationships

Analytical Thinking

Independent Work

Regulatory & Compliance

FINRA Licenses

Education

Bachelor’s degree in finance, business, economics, or related field

Job description

Company Description

Financial Growth Partners is a financial planning firm that helps professionals, families, and business owners build clarity around their financial future through personalized, real-life strategies. The firm emphasizes a human-centered approach, prioritizing strong relationships and a deep understanding of what matters most to each client. Advisors support clients with retirement planning, cash flow strategies, insurance and protection planning, wealth accumulation, business planning, and estate and legacy planning. With offices across Virginia, Maryland, and Pennsylvania, and clients nationwide, Financial Growth Partners offers the personalized attention of a boutique firm backed by the strength and resources of Guardian and Park Avenue Securities LLC.

Role Description

This is a full-time, hybrid Financial Advisor role based in Reston, VA. The Financial Advisor will meet with clients regularly to understand their goals, assess their current financial situation, and develop tailored financial plans and strategies. Daily responsibilities include analyzing financial data, presenting recommendations on retirement planning, investments, insurance, and wealth-building strategies, and monitoring client plans to adjust them as circumstances or market conditions change. The role also involves educating clients on financial concepts, maintaining detailed records of client interactions, collaborating with internal partners, and participating in business development activities such as networking and community engagement. Advisors are expected to adhere to all regulatory requirements and firm policies while providing high-quality, ethical guidance.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to create comprehensive, client-focused strategies.
• Candidates should possess skills in Finance and Investments to analyze markets, evaluate options, and recommend appropriate solutions.
• Candidates should possess skills in Retirement Planning to design long-term income and protection strategies aligned with client goals.
• Strong analytical, problem-solving, and decision-making abilities.
• Excellent interpersonal, communication, and relationship-building skills.
• Ability to work independently, manage multiple client relationships, and prioritize tasks effectively.
• Previous experience in financial services, wealth management, or a related field is preferred.
• Relevant licenses (such as FINRA registrations and insurance licenses).
• Bachelor’s degree in finance, business, economics, or a related discipline is preferred.