Financial Advisor

Are you a relationship-driven Financial Advisor who thrives in a client-facing role?An established practice in the Woodbridge area is seeking a Financial Advisor to become the primary financial planning resource for clients currently working with their CPA partner. This is a unique opportunity to step into an immediate marketplace with existing relationships, steady referral activity, regular office foot traffic, and ongoing opportunities to help clients expand beyond tax planning into comprehensive financial planning.What You'll Do:Meet with walk-in and referred clients in personServe as the financial planning lead for clients of an established CPA practiceIdentify opportunities to expand tax-focused relationships into comprehensive financial planning engagementsConduct retirement, investment, estate, insurance, and wealth planning conversationsDeliver a high-touch, concierge-level client experienceWhy This Opportunity is Unique:Opportunity to focus on planning and client relationships rather than building from scratchWarm introductions through a CPA practice with two VA offices and consistent client trafficSupportive team environment with room for long-term growthWhat We're Looking For:FINRA Series 7 and Series 66 registrations3+ years of experience as a Financial AdvisorStrong comprehensive planning mindsetProfessional and polishedExcellent communicator who enjoys meeting people and building relationshipsSelf-starter who is dependable, organized, and proactiveBring your planning expertise, relationship-building skills, and client-first mindset to a practice where you'll be positioned for success from day one.Apply today to learn more!