Independent Wealth Advisor - Client-First Planning (Hybrid)

Growth Suite Consulting; McLean (VA); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Growth Suite Consulting in Northern Virginia is seeking a Wealth Advisor to manage an assigned client book, meet clients to assess goals, and provide expert advice across planning disciplines. This full-time, hybrid role emphasizes relationship-building and holistic financial planning.

The successful candidate will lead meetings, develop plans, and coordinate retirement, tax, estate, and risk management strategies while collaborating with a team of financial professionals.

Qualifications

• Minimum of five years of experience in wealth management, financial planning, investment advisory, or a comparable client-facing advisory environment.
• Demonstrated experience leading client meetings and managing ongoing client relationships.
• Strong working knowledge of retirement, tax, estate, investment, insurance, and risk-management planning concepts.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Proven relationship-building ability with a client-centered, consultative approach.
• Strong attention to detail, organization, and ability to manage multiple client relationships and competing priorities.
• Demonstrated integrity, sound judgment, professionalism, and commitment to client confidentiality.
• Familiarity with financial-planning software, CRM platforms, and portfolio-management tools.
• Ability to work onsite in Northern Virginia and collaborate effectively in a team-oriented environment.
• Must be able to complete a background check successfully.

Responsibilities

• Serve as lead advisor and primary point of contact for assigned client relationships.
• Develop, present, and implement comprehensive financial plans and ongoing planning recommendations.
• Conduct regular client review meetings and proactively identify planning opportunities.
• Coordinate retirement, tax, estate, education, insurance, investment, and risk-management planning strategies.
• Collaborate closely with internal tax, financial planning, and investment professionals.
• Manage client onboarding, transition, and ongoing service processes.
• Guide portfolio construction, investment implementation, and investment-related recommendations.
• Review financial-planning analyses and recommendations prepared by associate team members.
• Participate in business-development initiatives and cultivate referral relationships.
• Contribute to internal investment-committee discussions and related decision-making.
• Leverage financial-planning, CRM, and portfolio-management technology to deliver a high-quality client experience.
• Maintain the highest standards of professionalism, confidentiality, ethics, and regulatory compliance.

Skills

Client relationship management

Financial planning

Retirement planning

Communication skills

Team collaboration

CRM software

Portfolio-management tools

Financial-planning software

Education

Bachelor’s degree in Finance, Economics, Business

CPA

CFA

EA

Tools

CRM platforms

Portfolio-management tools

Financial-planning software

Job description

Growth Suite Consulting in Northern Virginia is seeking a Wealth Advisor to manage an assigned client book, meet clients to assess goals, and provide expert advice across planning disciplines. This full-time, hybrid role emphasizes relationship-building and holistic financial planning.

The successful candidate will lead meetings, develop plans, and coordinate retirement, tax, estate, and risk management strategies while collaborating with a team of financial professionals.