Associate Advisor. Richmond LilyLifestyle

Title:

Associate Advisor

Wealth Crossing is a wealth management firm that takes pride in fostering a collaborative, client centered environment. Our team is made up of passionate professionals who are dedicated to simplifying our clients' financial lives and helping them move confidently toward their goals.

Our culture is built on teamwork, accountability, commitment, mutual respect, and excellence in client service. We provide training, mentorship, and continuous learning opportunities to help our team members grow, contribute, and thrive in their careers.

Wealth Crossing was named one of Financial Planning's Best RIAs to Work For in 2025, a recognition that reflects the team, culture, and development environment we are intentionally building.

The Associate Advisor is a full time position that provides technical and relationship management support to the Advisors. This role is designed for individuals who already have experience with financial planning fundamentals and are continuing to refine their technical expertise while developing stronger client relationship and presentation skills. Responsibilities include data gathering and analysis, financial and cash flow modeling, scenario building, presentation creation, responding to client questions and requests, and participating in client meetings.

Working closely with the firm's Advisors, the Associate Advisor will continue to deepen their knowledge of comprehensive financial planning, tax planning, investments, and wealth management strategies. This role also focuses on developing confidence in leading portions of client meetings, communicating planning recommendations, identifying planning opportunities, and building long term client relationships.

• Data Management and Client Coordination: Gather, organize, and maintain client data while proactively identifying missing information, planning opportunities, and follow up items. Communicate directly with clients regarding data requests and basic planning needs.
• Financial Planning and Analysis: Prepare detailed client financial plans, including cash flow, retirement, tax, and scenario analysis with minimal supervision. Review planning outputs for accuracy and identify key planning observations and recommendations for discussion with Advisors.
• Deliverable Preparation and Planning Support: Prepare and review client deliverables such as tax projections, performance reports, education funding analysis, Social Security analysis, charitable planning strategies, and other financial planning schedules while developing a deeper understanding of their impact on client recommendations.
• Client Meeting Preparation and Participation: Prepare client meeting agendas, presentations, and deliverables for Advisor review. Participate in client meetings, present portions of planning discussions, document action items, and assist in follow up communication and implementation.
• Relationship Management Development: Begin developing ongoing client relationship management skills through direct interaction with clients, responsiveness to client requests, and proactive communication alongside Advisors.
• New Client Onboarding and Investment Integration: Collaborate with Advisors and Operations to ensure seamless onboarding of new client relationships, including transfer of securities, basis reconciliation, account setup, and initial investment implementation according to customized portfolio strategies.

• Bachelor's Degree from an accredited college or university (Accounting or Finance majors preferred).
• CPA or CFP® candidate or interest in pursuing CFP® designation.
• 2+ years of experience working with clients in a comprehensive financial planning environment; RIA experience preferred.
• Foundational understanding of financial planning concepts, including cash flow planning, retirement planning, tax planning, investments, and estate planning.
• Ability to prepare and interpret financial planning analysis with increasing independence and accuracy.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook, along with financial planning and CRM software.
• Detail-oriented, organized, and…