Holistic Financial Advisor & Growth Partner

Vantage HR Consulting,llc; Warrenton (VA); On-site; USD 135,000 - 165,000; Full time

Job summary

Meridian Financial Partners in Warrenton, VA seeks a Lead Advisor to build long-term client relationships and deliver holistic fiduciary guidance. You will lead client engagements, integrate financial planning and investment strategies, and serve as a trusted advisor throughout clients' life stages. You should be a CFP professional with strong interpersonal skills and a collaborative mindset across teams. This full-time role offers a competitive six-figure salary and nationwide impact.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.

Responsibilities

• Serve as the primary advisor and relationship lead for assigned clients.
• Lead client meetings and deliver holistic financial planning and investment guidance.
• Develop, implement, and regularly update comprehensive financial plans aligned with client goals.
• Provide clear, unbiased recommendations while acting in a fiduciary capacity.
• Collaborate with the investment team to align portfolios with client strategies and risk profiles.
• Monitor client progress and proactively recommend adjustments as life circumstances or markets change.
• Communicate complex financial concepts with clarity and confidence.
• Mentor and support.
• Contribute to firm growth through strong client relationships, referrals, and professional presence.

Skills

Client relationships

Interpersonal skills

Unbiased recommendations

Proactive risk management

Team collaboration

Education

Bachelor's degree in Finance, Accounting, or related field

Job description

Meridian Financial Partners in Warrenton, VA seeks a Lead Advisor to build long-term client relationships and deliver holistic fiduciary guidance. You will lead client engagements, integrate financial planning and investment strategies, and serve as a trusted advisor throughout clients' life stages. You should be a CFP professional with strong interpersonal skills and a collaborative mindset across teams. This full-time role offers a competitive six-figure salary and nationwide impact.