Associate Financial Advisor

This Associate Financial Advisor role with RIA Recruiting in Washington, DC offers a hybrid work arrangement, a base salary of $80,000-$90,000, and growth potential.

Responsibilities

• Serve as the primary contact for clients' financial planning inquiries by phone or email, ensuring clients understand options and the implications of recommended strategies.
• Prepare for and participate in semi-annual client review meetings.
• Create and update comprehensive financial plans and present findings during client meetings.
• Collaborate with outside consultants on tax, insurance, and mortgage matters to optimize client outcomes.
• Coordinate with the Client Service team to ensure data and document requests are fulfilled.
• Assist with trading and rebalancing client accounts.

Requirements

• Minimum of 2 years in financial services.
• CFP designation, or current enrollment in a CFP program.
• Interest in expanding knowledge of tax and executive compensation, with progression through related designations.
• Ability to manage own workload without micromanagement.
• Strong organizational skills and attention to detail.
• Track record of following through on outstanding tasks to serve clients effectively.
• Effective communication skills.
• Strong prioritization, problem-solving, and deadline-management abilities.
• Experience with our systems is not required, but familiarity with Wealthbox, Advyzon, AssetMap, Holistiplan, Pontera, Jump, TaxStatus, Trayecto, or Schwab Advisor Center is a plus.

Technologies

• Wealthbox
• Advyzon
• AssetMap
• Holistiplan
• Pontera
• Jump
• TaxStatus
• Trayecto
• Schwab Advisor Center

Benefits

• Base salary of $80,000-$90,000 based on experience.
• 4 weeks PTO plus 10 paid holidays.
• 401(k) retirement plan with 3% automatic employer contribution.
• Health care stipend.
• Professional, collaborative atmosphere with opportunities for growth.
• Potential for future firm equity.
• Hybrid work setup with remote Mondays and Fridays.
• Firm-sponsored education plan toward tax and executive compensation knowledge, with the goal of earning the Enrolled Agent designation.

The Process

• 15- to 30-minute Zoom interview conducted by the consultant serving as the hiring manager for this role.
• If there is ground to proceed, complete a Career History Form.
• If selected to advance, you will be invited to interview with the advisors.
• Qualified candidates may be asked to complete assessments.