Associate Advisor
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Job Location:
Tysons Corner, VA - USA
Yearly Salary:
$ 75000 - 110000
Posted on:
01-11-2025
Vacancies:
1 Vacancy
Job Summary
Who We Are
Signature Estate and Investment Advisors LLC is a nationally recognized wealth management firm
with offices in Tysons Virginia. We provide an extraordinarily high level of investment and wealth
management support for affluent clients currently managing over $30 Billion in client assets.
Position: Associate Advisor
We are seeking a full-time Associate Advisor who is experienced detail-oriented and passionate about
delivering exceptional client service.
Key Responsibilities
- Participate in client portfolio construction and reviews
- Assist in developing customized financial plans
- Reconcile and analyze financial data to ensure accuracy
- Research and resolve client inquiries and present findings clearly
Candidate Qualifications
- Bachelors degree in Financial Planning & Wealth Management or Finance
- CFP designation and FINRA Series 7 63 and 65 licenses (or Series 66)
- Minimum of 2 years of experience in the financial services industry
- Strong analytical skills and attention to detail
- Excellent interpersonal organizational and client service skills
- Ability to manage multiple priorities independently and meet deadlines
- Proficiency in Microsoft Office especially Excel
Why Join SEIA
- Named one of Financial Planning and InvestmentNews Best RIAs to Work For (2025)
- Competitive base salary with performance-based bonuses
- Mentorship and training with Forbes Best in State Advisors
Application Instructions
Applicants must be legally authorized to work in the United States. Employment is contingent upon a
comprehensive background check.
Please submit cover letter and resume to: David Johnson
Application Deadline: November 102025
Required Experience:
IC
Key Skills
- Channel Marketing
- Accounting Tally
- CSS
- Corporate Risk Management
- Hibernate
- Brokerage
