Planning-Focused Financial Advisor (Associate)

Covenant Wealth Advisors; Reston (VA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Quarterly bonus opportunity

Medical, dental, and vision insurance

Paid Time Off (PTO)

401(k) plan

Additional benefits for work-life balance

Job summary

A leading wealth management firm based in Virginia is seeking an Associate Financial Advisor to support Senior Advisors in providing retirement and investment planning for clients aged 50+. This hybrid position involves attending client meetings, preparing financial plans, and maintaining client records. Candidates should have 2+ years of financial planning experience, excellent organizational and communication skills, and a team-oriented mindset. The company values integrity and offers a structured career path to Lead Advisor.

Qualifications

• 2+ years of experience in financial planning with a firm.
• Strong understanding of investment, tax, and estate planning.
• Exceptional organizational and communication skills.

Responsibilities

• Prepare for and attend client review meetings.
• Document key conversations and follow-up tasks.
• Assist in determining appropriate asset allocations.

Skills

Financial planning

Organizational skills

Interpersonal skills

Communication skills

Team collaboration

Education

Bachelor's degree or equivalent

Current Series 65 or equivalent

Tools

MoneyGuide Elite

Tamarac

Holistiplan

Wealthbox

Job description

A leading wealth management firm based in Virginia is seeking an Associate Financial Advisor to support Senior Advisors in providing retirement and investment planning for clients aged 50+. This hybrid position involves attending client meetings, preparing financial plans, and maintaining client records. Candidates should have 2+ years of financial planning experience, excellent organizational and communication skills, and a team-oriented mindset. The company values integrity and offers a structured career path to Lead Advisor.