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JustinBradley
Associate Advisor
JustinBradley
JustinBradley’s client, a boutique wealth management firm, is adding an Associate Advisor to their team. The firm’s financial planning expertise and tailored approach in meeting the needs of the...
Jan 22, 2025
McLean, VA
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Ameriprise Financial
Responsible for Novice and Experienced Advisors recruiting and development, staff career path and Experienced Advisor onboarding for the Territory. Partner with the Franchise Field Vice President (FFV...
Jan 22, 2025
Newark, NJ
Ameriprise Financial
Responsible for Novice and Experienced Advisors recruiting and development, staff career path and Experienced Advisor onboarding for the Territory. Partner with the Franchise Field Vice President (FFV...
Jan 22, 2025
Minneapolis, MN
Associate Advisor
McLean, VA
Jan 22, 2025

JustinBradley’s client, a boutique wealth management firm, is adding an Associate Advisor to their team. The firm’s financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady growth and community recognition. They are eager to add a finance professional focused on value and culture. This role presents the opportunity to learn from experienced Advisors, develop a well-rounded understanding of all parts of the business.

Playing a key role in continuing the practice’s growth, the Associate Advisor will work directly with clients to perform reviews, market updates, trades and assist with financial, estate & retirement planning. The Associate Advisor will enjoy a collaborative environment and provide operational, administrative and client service support as they work with the Senior Practice Partner and other Lead Financial Advisors.

Key Responsibilities include, but are not limited to:

  • Prepare and oversee client planning, onboarding and service
  • Conduct investment reviews
  • Maintain client and practice management data using CRM
  • Successfully manage client relationships and grow existing investment clients.

Highlighted Qualifications:

  • Bachelor’s Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
  • Series 7 and 66; and CFP, or actively pursuing CFP
  • Exceptional organization and follow-through skills
  • Ability to anticipate and solve problems

Compensation range: $80,000/year – $100,000/year

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Associate Advisor
JustinBradley
McLean, VA
Jan 22, 2025
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