Financial Planner: Client-First Planning & Growth

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

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