CFP Wealth Advisor — Mentored Path to Lead Advisor
Listed on 2026-11-04
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Kirk Capital Advisors, LLC in Vienna, Virginia is seeking a CFP® professional to work directly with the founder as his right hand, owning client meeting preparation, joining client meetings, and delivering sophisticated financial planning. You’ll assist with trade execution and rebalancing while growing into Lead Advisor with your own client relationships.
The role is demanding yet rewarding, offering mentorship, and the chance to shape a growing practice with a tech-forward approach and clear
This role, CFP Wealth Advisor — Mentored Path to Lead Advisor at Kirk Capital Advisors, LLC, could be your next opportunity.
We appreciate your interest in this position.
Join Kirk Capital Advisors, LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the CFP Wealth Advisor — Mentored Path to Lead Advisor role at Kirk Capital Advisors, LLC, based in Vienna, VA, United States.
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