Junior Wealth Advisor — Hybrid, Growth-Oriented

Acorn Financial Services; Reston (VA); Hybrid; USD 48,000 - 60,000; Full time

Benefits offered by this job

Top-tier benefits

Hybrid flexibility

Competitive entry-level compensation

Job summary

Acorn Financial Services invites a Junior Financial Advisor to join our team in Reston, VA. You will assist Senior Wealth Advisors by gathering comprehensive data, analyzing markets, and constructing personalized financial plans to support client success.

You will participate in critical meetings, document actions, and ensure follow-up items are completed with high urgency. This role blends rigorous analysis with collaboration in a hybrid, growth-minded environment.

Qualifications

• You thrive in disciplined execution and consistency in wealth management.
• You bring intense focus to data analysis, market research, and preparing financial plans.
• You seek feedback from senior partners to accelerate mastery.

Responsibilities

• Assist senior advisors by gathering financial data and building customized plans.
• Conduct market research and analyze investment vehicles for proposals and reviews.
• Attend client meetings with Senior Advisors and document action items with urgency.
• Support onboarding by integrating records, risk profiles, and estate planning into the CRM.

Skills

Data analysis

Market research

Financial planning

CRM data entry

Attention to detail

Job description

Acorn Financial Services invites a Junior Financial Advisor to join our team in Reston, VA. You will assist Senior Wealth Advisors by gathering comprehensive data, analyzing markets, and constructing personalized financial plans to support client success.

You will participate in critical meetings, document actions, and ensure follow-up items are completed with high urgency. This role blends rigorous analysis with collaboration in a hybrid, growth-minded environment.