Proactive Wealth Advisor - Tax-Smart, Estate-Focused

Acorn Financial Services; Reston (VA); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

Health plans

Competitive compensation

Job summary

Acorn Financial Services is seeking a Mid-Level Financial Advisor to lead a dedicated client segment and drive proactive, holistic wealth management. You will deliver integrated financial plans and coordinate closely with our tax strategists and estate attorneys to ensure seamless client outcomes.

You will foster trust-based relationships, communicate proactively, and guide clients through plan execution, risk considerations, and long-term wealth-building strategies.

Qualifications

• Value people over hype and build trust with clients.
• Communicate proactively and anticipate client needs.
• Understand risk tolerance while protecting assets from taxes and inflation.
• Design scalable wealth systems and long‑term client solutions.

Responsibilities

• Be the primary proactive point of contact for a client segment and conduct regular reviews.
• Deliver and implement comprehensive financial plans aligned with tax and estate teams.
• Address complex client inquiries and escalate only nuanced issues to partners.
• Develop and adjust investment strategies to mitigate taxes and inflation.
• Mentor junior advisors and uphold a culture of ownership.

Skills

Client relationships

Proactive communication

Risk management

Wealth building

Job description

Acorn Financial Services is seeking a Mid-Level Financial Advisor to lead a dedicated client segment and drive proactive, holistic wealth management. You will deliver integrated financial plans and coordinate closely with our tax strategists and estate attorneys to ensure seamless client outcomes.

You will foster trust-based relationships, communicate proactively, and guide clients through plan execution, risk considerations, and long-term wealth-building strategies.