Senior UHNW Wealth Advisor & Fiduciary Architect

Acorn Financial Services; Reston (VA); On-site; USD 300,000 - 600,000; Full time

Job summary

Acorn Financial Services seeks a Principal Wealth Advisor to serve as the overarching financial quarterback for multi-generational families and business owners. You will fuse portfolio management with in-house tax and estate planning to protect clients’ legacies and execute unified wealth strategies.

You will design bespoke investment architectures, close structural gaps with legal and tax specialists, and guide clients from accumulation through complex liquidity events, scaling an existing

Qualifications

• Must demonstrate fiduciary responsibility and alignment with client interests.
• Proven ability to manage complex, high-net-worth portfolios.
• Strong communication and relationship-building with families and business owners.

Responsibilities

• Design bespoke investment architectures aligned with client risk tolerance and goals.
• Identify structural gaps and coordinate with in-house CPAs and attorneys.
• Guide enterprise owners through accumulation, pre-sale structuring, and liquidity events.
• Scale and transfer high-net-worth client books using firm acquisition strategies.

Skills

Client relationship management

Fiduciary duty

Wealth planning

Multi-generational wealth

Team collaboration

Job description

Acorn Financial Services seeks a Principal Wealth Advisor to serve as the overarching financial quarterback for multi-generational families and business owners. You will fuse portfolio management with in-house tax and estate planning to protect clients’ legacies and execute unified wealth strategies.

You will design bespoke investment architectures, close structural gaps with legal and tax specialists, and guide clients from accumulation through complex liquidity events, scaling an existing