WEALTH Financial Advisor
Job Description
Wealth Financial Advisor / Planner (CFP® Required)
Alexandria, VA
A fast growing advisory team is seeking an experienced CFP® to take ownership of a high net worth client book and deliver truly comprehensive planning. This role is ideal for an advisor who loves client relationships, excels in planning depth, and wants strong support — not a hunting environment.
What You’ll Own
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Lead financial planning for HNW households ($1M+ AUM)
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Run client review meetings and present updated plans
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Strengthen long term relationships through proactive, high touch service
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Address complex financial questions with clarity and confidence
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Participate in client events, speaking engagements, and COI development
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Support growth through exceptional service and referrals — not cold prospecting
Why Advisors Choose This Team
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Immediate access to firm provided clients
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Strong marketing engine driving consistent new client flow
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Clear earnings upside tied to engagement and retention
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Collaborative environment with planning, service, and marketing support
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A balanced blend of service + light sales, tailored to advisor strengths
Who Thrives Here
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CFP® designation (required)
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6+ years in financial planning or wealth management
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Strong communicator with planning depth and client service instincts
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Organized, detail driven, and comfortable managing multiple priorities
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Confident discussing markets, planning concepts, and investment strategy
Location & Structure
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Based in Alexandria, VA (serving VA/DC/MD metro)
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In office 4 days/week for first 6 months; hybrid flexibility afterward
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Travel for client meetings and events as needed
Meet Your Recruiter
Kristine Fornek
Senior Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates. There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career. I LOVE making those connections!
HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.