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Planning-Focused Financial Advisor; Associate

Job in Reston, Fairfax County, Virginia, 22090, USA
Listing for: Covenant Wealth Advisors
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Planning-Focused Financial Advisor (Associate)
A leading wealth management firm based in Virginia is seeking an Associate Financial Advisor to support Senior Advisors in providing retirement and investment planning for clients aged 50+. This hybrid position involves attending client meetings, preparing financial plans, and maintaining client records. Candidates should have 2+ years of financial planning experience, excellent organizational and communication skills, and a team-oriented mindset.

The company values integrity and offers a structured career path to Lead Advisor.
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Position Requirements
10+ Years work experience
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