Financial Planner, Wealth

CPS Inc.; Alexandria (VA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

CPS Inc. in Alexandria, VA, is seeking a Wealth Financial Advisor/Planner (CFP® Required) to own a high-net-worth client book and deliver comprehensive planning.

The role emphasizes client relationships, deep planning, and strong support — not hunting for new business. You will lead financial planning for HNW households with $1M+ AUM, run client review meetings, and present updated plans, strengthening longtime client relationships through high-touch service.

Qualifications

• CFP designation required.
• 6+ years in financial planning or wealth management.
• Strong communication skills and client service instincts.
• Organized, detail driven, and able to manage multiple priorities.
• Comfortable discussing markets, planning concepts, and investment strategy.

Responsibilities

• Lead financial planning for HNW households ($1M+ AUM).
• Run client review meetings and present updated plans.
• Strengthen long term relationships through proactive, high touch service.
• Address complex financial questions with clarity and confidence.
• Participate in client events, speaking engagements, and COI development.
• Support growth through exceptional service and referrals — not cold prospecting.

Skills

Client relationship management

Financial planning depth

Communication skills

Planning concepts

Education

CFP designation

6+ years in financial planning

Job description

Wealth Financial Advisor / Planner (CFP® Required) Alexandria, VA

A fast growing advisory team is seeking an experienced CFP® to take ownership of a high net worth client book and deliver truly comprehensive planning. This role is ideal for an advisor who loves client relationships, excels in planning depth, and wants strong support — not a hunting environment.

What You’ll Own

• Lead financial planning for HNW households ($1M+ AUM)
• Run client review meetings and present updated plans
• Strengthen long term relationships through proactive, high touch service
• Address complex financial questions with clarity and confidence
• Participate in client events, speaking engagements, and COI development
• Support growth through exceptional service and referrals — not cold prospecting

Why Advisors Choose This Team

• Immediate access to firm provided clients
• Strong marketing engine driving consistent new client flow
• Clear earnings upside tied to engagement and retention
• Collaborative environment with planning, service, and marketing support
• A balanced blend of service + light sales, tailored to advisor strengths

Who Thrives Here

• CFP® designation (required)
• 6+ years in financial planning or wealth management
• Strong communicator with planning depth and client service instincts
• Organized, detail driven, and comfortable managing multiple priorities
• Confident discussing markets, planning concepts, and investment strategy

Location & Structure

Based in Alexandria, VA (serving VA/DC/MD metro) In office 4 days/week for first 6 months; hybrid flexibility afterward Travel for client meetings and events as needed

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