Financial Advisor

Kinnect Advisors; Woodbridge (VA); On-site; USD 65,000 - 110,000; Full time

Job summary

Kinnect Advisors in Woodbridge, VA seeks a relationship-driven Financial Advisor to become the primary planning resource for clients working with a CPA partner. You will meet walk-in and referred clients in person and lead comprehensive financial planning engagements.

Bring 3+ years of experience, FINRA Series 7 and 66 registrations, and a polished, proactive mindset to a practice with steady client traffic and opportunities to grow beyond tax planning into retirement, investment, and estate

Qualifications

• 3+ years of experience as a Financial Advisor.
• FINRA Series 7 and Series 66 registrations.
• Professional and polished.
• Excellent communicator who enjoys meeting people and building relationships.
• Self-starter who is dependable, organized, and proactive.

Responsibilities

• Meet with walk-in and referred clients in person
• Serve as the financial planning lead for clients of an established CPA practice
• Identify opportunities to expand tax-focused relationships into comprehensive financial planning engagements
• Conduct retirement, investment, estate, insurance, and wealth planning conversations

Skills

Relationship-building

Communication

Client meetings

Financial planning

Self-starter

FINRA Series 7 & 66

Job description

Are you a relationship-driven Financial Advisor who thrives in a client-facing role?

An established practice in the Woodbridge area is seeking a Financial Advisor to become the primary financial planning resource for clients currently working with their CPA partner. This is a unique opportunity to step into an immediate marketplace with existing relationships, steady referral activity, regular office foot traffic, and ongoing opportunities to help clients expand beyond tax planning into comprehensive financial planning.

What You'll Do:

• Meet with walk-in and referred clients in person
• Serve as the financial planning lead for clients of an established CPA practice
• Identify opportunities to expand tax-focused relationships into comprehensive financial planning engagements
• Conduct retirement, investment, estate, insurance, and wealth planning conversations

Why This Opportunity is Unique:

• Opportunity to focus on planning and client relationships rather than building from scratch
• Warm introductions through a CPA practice with two VA offices and consistent client traffic
• Supportive team environment with room for long-term growth

What We're Looking For:

• FINRA Series 7 and Series 66 registrations
• 3+ years of experience as a Financial Advisor
• Professional and polished
• Excellent communicator who enjoys meeting people and building relationships
• Self-starter who is dependable, organized, and proactive

Bring your planning expertise, relationship-building skills, and client-first mindset to a practice where you'll be positioned for success from day one.