Senior Retirement Planning Advisor

Covenant Wealth Advisors; Williamsburg (VA); Hybrid; USD 110,000 - 168,000; Full time

Benefits offered by this job

Health, Vision, and Dental insurance

401(k) with 4% employer match

Paid parental and maternity leave

Generous PTO

Professional development budget

Hybrid schedule: four days in the Rich

Job summary

Covenant Wealth Advisors in Williamsburg, VA, is seeking an experienced financial planner to serve as the primary advisor for affluent client families. You will focus on retirement income planning, Roth conversions, Social Security timing, tax optimization, and investment management within a coordinated strategy.

You will meet pre-qualified prospects from our marketing and referral network, collaborate with our in-house CPA and team, and help shape processes and client experience while building

Qualifications

• 3+ years advising affluent clients on comprehensive financial planning and investment management.
• Deep working knowledge of retirement income planning for households with $1 million to $10 million+ invested.
• Ability to explain an evidence-based investment approach - and defend it in a bear market.
• You listen before you advise. You write clearly. You build trust through competence, not charisma.

Responsibilities

• Serve as the primary advisor for your client families - retirement income planning, Roth conversion analysis, Social Security timing, tax optimization, investment management, and estate coordination.
• Meet with pre-qualified prospects who come to us through our marketing and referral network, learn what they're trying to accomplish, and determine whether we're right for each other.
• Partner with our in-house CPA, EA, associate advisors, and paraplanners on complex situations - you are not doing this alone, and you are not building plans at 9 p.m.
• Contribute to how we do the work: better processes, better client experience, better outcomes.

Skills

Advising affluent clients

Retirement income planning

Explain evidence-based approach

Clear communication / listening

Education

CFP® certification

CPA

ChFC

EA

CFA

Tools

MoneyGuide Pro

Holistiplan

Tamarac

Wealthbox

YCharts

Schwab custody

Fidelity custody

Job description

Covenant Wealth Advisors in Williamsburg, VA, is seeking an experienced financial planner to serve as the primary advisor for affluent client families. You will focus on retirement income planning, Roth conversions, Social Security timing, tax optimization, and investment management within a coordinated strategy.

You will meet pre-qualified prospects from our marketing and referral network, collaborate with our in-house CPA and team, and help shape processes and client experience while building