Financial PlannerAdvisor
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Job Location:
Reston, VA - USA
Monthly Salary:
Not Disclosed
Posted on:
12-10-2025
Vacancies:
1 Vacancy
Job Summary
Job Description for Financial Planner/Advisor
Position: Financial Planner/Advisor
Location: Reston Virginia
Firm: SC Advisors: a fee-based Wealth Management and Financial Planning firm with over $750 million in assets under management.
Job Summary:
We are seeking a dedicated and organized Planner/Advisor to join our fast growing Wealth Management and Financial Planning firm in Reston Virginia. The position involves working directly with the firms principal and his clients.
Responsibilities:
- Assist principal financial advisor in planning and advisory functions for clients
- Utilize advanced software for financial planning and account aggregation
- Collaborating to enhance client experience
- Serve as fiduciary advisor managing accounts according to our firms strategies
- Handle trading and account management
- Take over client relationships for assigned accounts
Requirements:
- At least 2 years working in a financial advisory environment
- A passion for working with clients on their financial planning needs & account management
- Comfort in using advanced financial planning and tax modeling software (training provided)
- A desire for long-term income growth and professional development within the firm
- Relevant certifications (Series 765 and or CFP) will be a plus
Compensation will be structured based on a combination of competitive salary and fees generated from accounts in line with industry standards for investment advisory firms.
Required Experience:
Unclear Seniority
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
About Company
Come join MillerMusmar CPAs an award-winning CPA firm located in Reston, Virginia. We were awarded one of the Top Accounting Firms to work for by the Washington Business Journal as well as a Great Place to Work in 2018. We have been providing quality client services for over 25 years! ... View more
