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Daley and Associates Logo Daley and Associates · Finance

Associate Financial Advisor

United States, Springfield 80000.00 - 85000.00 USD / Year · Job Posted March 25, 2026
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Job Description

A growing wealth management firm in Springfield, VA, is seeking an Associate Financial Advisor to join its collaborative and client-focused team. This is an excellent opportunity for an early-career professional looking to build a long-term career in financial planning while receiving direct mentorship from experienced advisors. This role is ideal for someone eager to learn, develop advisory skills, and grow within a supportive Registered Investment Advisor (RIA) environment!

Job Responsibility

  • Support senior advisors with financial planning and client service activities
  • Assist in preparing financial plans, investment recommendations, and client presentations
  • Participate in client meetings and follow-up communications
  • Conduct research and analysis related to client financial strategies
  • Maintain accurate client records and ensure organized workflow processes
  • Learn and apply comprehensive financial planning best practices

Requirements

  • 0–2 years of experience in financial planning, wealth management, or a related field
  • Bachelor’s degree in Financial Planning, Finance, or related discipline preferred
  • CFP® coursework completed or in progress required
  • Strong organizational skills and attention to detail
  • Excellent communication skills and willingness to ask questions and learn
  • Demonstrated interest in building a long-term career as a financial advisor

What we offer

Bonus

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