Junior Wealth Advisor

Job overview

The Junior Wealth Advisor role is listed in Reston, VA, with hybrid flexibility described in the posting. Compensation is not specified; the posting describes entry-level compensation as highly competitive. Acorn Financial Services integrates clients’ financial lives across tax, legal, and investment matters, and this role supports Senior Wealth Advisors. The advisor provides analytical and preparation support by gathering client data, researching investments, preparing financial plans and proposals, and coordinating onboarding and follow-up. The role helps senior advisors focus on client stewardship while building the junior advisor’s skills through mentorship and a defined career path.

What you'll do

• Gather and interpret client financial data
• assist with customized financial plans
• research markets and investment vehicles
• prepare investment proposals and portfolio reviews
• attend client meetings and document action items
• coordinate follow-up
• support onboarding and integrate records and profiles into the CRM.

What we're looking for

Skills & competencies

junior wealth advisor

reston va

acorn financial services

wealth management

financial planning

investment research

portfolio reviews

client onboarding

crm

senior advisor support

mentorship

hybrid flexibility

Work arrangement

• Weekend coverage required

Benefits & perks

• Top-tier benefits
• hybrid flexibility
• direct mentorship
• defined career path toward Lead Financial Advisor.

Why this role

Direct daily mentorship from experienced advisors, a defined career path toward Lead Financial Advisor, and hybrid flexibility are described.

About the employer

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