Growth‑Oriented Associate Financial Advisor

Brown Miller Wealth Management; McLean (VA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

401k match

Medical and dental insurance

Long-term disability insurance

Work from home/telework

PTO and holidays

Job summary

Brown|Miller Wealth Management, a fee-only, independent RIA in the Washington, DC area, seeks an experienced Associate Financial Advisor to join its boutique team. The role provides exposure to client service, planning, and advisory within a collaborative fiduciary environment.

The candidate will support senior advisors, assist with financial plans, and maintain client files while delivering proactive service and accurate documentation. Series 65 and finance degree preferred.

Qualifications

• 2+ years in support or client relations position; Financial Services industry experience and/or sales preferred.
• Series 65 required.
• Bachelor's degree in finance or related field.

Responsibilities

• Provide superior client service; respond to client emails/calls; manage and execute action plans.
• Process complex account updates, transfers, and deceased processing; maintain client files.
• Enter trades and correct orders; coordinate with advisors and clients.

Skills

Client service

Financial planning

Communication

Team support

Relationship management

Education

Bachelor's degree in finance

Series 65

Job description

Brown|Miller Wealth Management, a fee-only, independent RIA in the Washington, DC area, seeks an experienced Associate Financial Advisor to join its boutique team. The role provides exposure to client service, planning, and advisory within a collaborative fiduciary environment.

The candidate will support senior advisors, assist with financial plans, and maintain client files while delivering proactive service and accurate documentation. Series 65 and finance degree preferred.