Lead Wealth Advisor

Job overview

The Lead Wealth Advisor role is onsite in Reston, VA. Compensation is not specified. The position supports Acorn Financial Services’ wealth management practice and its coordinated tax and legal strategy work. The advisor manages client relationships and financial plans, guiding clients through investment, tax, and legacy decisions while helping the firm deliver proactive, integrated wealth stewardship.

What you'll do

• Serve as proactive point of contact for assigned clients
• conduct performance reviews
• deliver and implement financial plans coordinated with tax and estate teams
• address complex client inquiries
• analyze portfolios and investment strategies
• guide and review junior advisors’ work.

What we're looking for

Skills & competencies

lead wealth advisor

wealth management

financial planning

portfolio analysis

client relationships

investment strategy

tax planning

estate planning

reston va

acorn financial services

Work arrangement

• Weekend coverage required

Benefits & perks

• Premium employer-sponsored health plans and competitive compensation packages are described
• numeric compensation is not specified.

Why this role

The firm describes a fiduciary, fee-based environment managing more than $1.4 billion in assets.

About the employer

Acorn Financial Services Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.