330 John Carlyle Street,
Our employees and their families are important to us. We offer competitive salaries and benefits to help our team not just grow but prosper inside and outside of their roles.
This is the ideal role for a CFP® professional who is comfortable with new client acquisition /onboarding but does not want to have to market or find leads. The firm has a healthy lead flow through its multi-faceted marketing efforts. The Wealth Advisor is responsible for the initial financial planning, onboarding of clients, and ongoing financial planning, but does not have to do any ongoing account service administrative work.
Call us: (703) 535-5300