Senior CFP Advisor | Hybrid Wealth & Retirement Planning

Covenant Wealth Advisors; Richmond (VA); Hybrid; USD 110,000 - 154,000; Full time

Benefits offered by this job

Competitive base salary

Quarterly incentive

Healthcare premiums paid

401(k) employer match

Parental & maternity leave

Dependent Care FSA

Generous PTO

Professional development budget

Hybrid in-office 4d/1 remote

Matching gifts program

Job summary

Covenant Wealth Advisors is seeking an experienced Financial Advisor (CFP®) to serve as a primary advisor in our Richmond, VA office, handling a growing roster of client families with $1M–$10M+ in investable assets.

This role emphasizes relationship-building, retirement income planning, and tax planning, with no cold calling and a referral-driven funnel. Hybrid schedule offers in-office and remote flexibility.

Qualifications

• CFP designation active and in good standing.
• 5+ years of direct experience in comprehensive financial planning and investment management for affluent clients.
• Deep knowledge of retirement income planning and wealth management for clients with $1M–$10M+ in investable assets.

Responsibilities

• Serve as the primary advisor for client families, guiding retirement income planning and investment management.
• Build deep, lasting relationships grounded in trust and proactive communication.
• Collaborate with CPA and other advisors on complex planning situations.
• Grow client base through marketing and referrals; meet qualified prospects.

Skills

CFP designation

Financial planning

Investment management

Communication skills

Team mindset

Tools

MoneyGuide Pro

Holistiplan

Tamarac

Wealthbox

Job description

Covenant Wealth Advisors is seeking an experienced Financial Advisor (CFP®) to serve as a primary advisor in our Richmond, VA office, handling a growing roster of client families with $1M–$10M+ in investable assets.

This role emphasizes relationship-building, retirement income planning, and tax planning, with no cold calling and a referral-driven funnel. Hybrid schedule offers in-office and remote flexibility.