Harrison Gray Search has partnered with a $25B independent RIA to find their next Financial Advisor in Vienna, VA.
As a Financial Advisor, you'll collaborate with senior advisors to provide tailored guidance, ensuring clients receive expert planning support. With the assistance of technical specialists, you'll deliver personalized financial strategies, foster relationships, and manage existing client portfolios. Additionally, you'll have the opportunity to expand your network and contribute to the organization's growth by developing new business relationships. Join a team committed to making a meaningful impact in clients' lives.
Duties and Responsibilities
- Deliver service models as outlined in organizational guidelines and standards.
- Co-manage and service relationships with existing clients.
- Lead routine follow-ups and client communication.
- Coordinate comprehensive financial planning processes, including updates, portfolio changes, and identifying new opportunities.
- Participate in new client acquisition and onboarding efforts.
- Develop new clients through personal prospecting, previous relationships, and referral networks.
- Gain proficiency in the organization's planning and investment processes to effectively communicate and promote services.
- Collaborate with team members and provide support as needed.
Qualifications
- Minimum 2–5 years in an advisory support role with proven ability to develop and manage financial plans and client relationships.
- Bachelor's degree from an accredited institution required; MBA preferred.
- Certified Financial Planner™ certification is required (or must be obtained within the first year).
- Candidates must have a clean U4 with no disclosures.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, along with financial planning and securities balancing software.
- Strong understanding of financial planning and wealth management, with sound judgment and relevant experience.
- Exceptional communication and listening skills.
- Client-focused, team-oriented, and highly collaborative, with the ability to work effectively with and through others.
Compensation and Benefits
- Base compensation of $90k-$110k, depending upon experience. Additional variable compensation will be available.
- Comprehensive benefits package starting on day 1, along with 401(k) and company match.
- Wellness reimbursement and generous PTO policy, including Summer Fridays.