Associate Advisor

Base Pay Range

$75,000.00/yr - $/yr

Signature Estate and Investment Advisors, LLC is a nationally recognized wealth management firm with offices in Tysons, Virginia. We provide an extraordinarily high level of investment and wealth management support for affluent clients, currently managing over $30 Billion in client assets.

We are seeking a full-time Associate Advisor who is experienced, detail-oriented and passionate about delivering exceptional client service.

• Participate in client portfolio construction and reviews
• Assist in developing customized financial plans
• Reconcile and analyze financial data to ensure accuracy
• Research and resolve client inquiries and present findings clearly

• Bachelor’s degree in Financial Planning & Wealth Management or Finance
• CFP® designation and FINRA Series 7, 63 and 65 licenses (or Series 66)
• Minimum of 2 years of experience in the financial services industry
• Strong analytical skills and attention to detail
• Excellent interpersonal, organizational, and client service skills
• Ability to manage multiple priorities independently and meet deadlines
• Proficiency in Microsoft Office, especially Excel

• Named one of Financial Planning and Investment News “Best RIAs to Work For” (2025)
• Competitive base salary with performance-based bonuses
• Mentorship and training with Forbes “Best in State” Advisors

Applicants must be legally authorized to work in the United States. Employment is contingent upon a comprehensive background check.

Please submit cover letter and resume to:
David Johnson

Final date to receive applications:
November 10,2025

• Entry level

• Full-time

• Finance and Sales

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