Job Description

Job Description

Are you a relationship-driven Financial Advisor who thrives in a client-facing role?

An established practice in the Woodbridge area is seeking a Financial Advisor to become the primary financial planning resource for clients currently working with their CPA partner. This is a unique opportunity to step into an immediate marketplace with existing relationships, steady referral activity, regular office foot traffic, and ongoing opportunities to help clients expand beyond tax planning into comprehensive financial planning.

What You'll Do:

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• Meet with walk-in and referred clients in person
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• Serve as the financial planning lead for clients of an established CPA practice
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• Identify opportunities to expand tax-focused relationships into comprehensive financial planning engagements
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• Conduct retirement, investment, estate, insurance, and wealth planning conversations
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• Deliver a high-touch, concierge-level client experience
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Why This Opportunity is Unique:

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• Opportunity to focus on planning and client relationships rather than building from scratch
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• Warm introductions through a CPA practice with two VA offices and consistent client traffic
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• Supportive team environment with room for long-term growth
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What We're Looking For:

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• FINRA Series 7 and Series 66 registrations
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• 3+ years of experience as a Financial Advisor
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• Strong comprehensive planning mindset
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• Professional and polished
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• Excellent communicator who enjoys meeting people and building relationships
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• Self-starter who is dependable, organized, and proactive
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Bring your planning expertise, relationship-building skills, and client-first mindset to a practice where you'll be positioned for success from day one.

Apply today to learn more!

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