Financial Advisor and Director of Investments

Job overview

The Financial Advisor and Director of Investments role is in-office in Fairfax, VA. Compensation is listed at $130,000–$150,000 per year plus a 10% discretionary bonus. The position supports an independent advisory firm focused on comprehensive, values-based wealth management. The role serves existing client households and develops a scalable investment management system for the firm. It builds client relationships through service meetings and ongoing guidance, supports referrals and new client growth, and contributes to investment modeling and committee work.

What you'll do

• Serve as a lead service advisor alongside the founder
• develop and deepen client relationships
• conduct client service meetings using established scripts and procedures
• build client meeting volume over time
• guide clients through significant life events and work with beneficiaries
• support new client growth through referrals and relationships
• participate in team routines
• develop and manage a firm-wide investment management system
• potentially help lead the investment committee and support modeling and scaling work.

What we're looking for

Skills & competencies

financial advisor

director of investments

fairfax va

transcend practice management

wealth management

financial planning

investment management

client relationships

series 66

series 63 and 65

$130k–$150k

10% discretionary bonus

in-office

Work arrangement

• Weekend coverage required

Why this role

Requires five to seven years of financial planning or wealth management experience, a bachelor’s degree, and Series 66 or Series 63 and 65. CFA is desired and required within two years; CFP is preferred.

About the employer

Transcend Practice Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.