What are the responsibilities and job description for the Entry Level Advisor - Wealth Management - Tysons Corner - Onsite position at Daley And Associates, LLC?
Entry Level Advisor - Wealth Management - Tysons Corner - Onsite
A growing wealth management firm in Northern Virginia is seeking an Entry Level Advisor to join their client-facing team. This role provides hands-on experience supporting client relationships, financial planning, and advisory operations, with a clear path toward a future advisory role.
The Advisor will work closely with Senior Advisors to support client service, prepare financial plans, and manage follow-up from client interactions. This is an excellent opportunity for an early-career professional to gain exposure to comprehensive financial planning and portfolio management while developing skills for a long-term career in wealth management.
Responsibilities:
Client Service & Relationship Support
- Respond to client inquiries and correspondence in a timely manner
- Assist with client onboarding and account administration
- Maintain accurate client records in CRM and other internal systems
- Support client transactions, including deposits, withdrawals, and service requests
- Build trust and rapport with clients and internal teams
Financial Planning & Analysis
- Collect, organize, and audit client data to support financial planning recommendations
- Assist in preparing financial plans under supervision; gradually take on independent plan preparation
- Participate in client meetings, prepare materials, document meeting outcomes, and manage follow-up tasks
- Develop technical knowledge of investment portfolios, rebalancing, and reporting tools
Team Collaboration & Development
- Partner with advisors and operations team members on projects and client deliverables
- Learn firm systems, technology, and financial planning processes
- Contribute ideas for process improvements and enhanced client experience
- Prepare to grow into an advisory role through mentorship and hands-on experience
Qualifications:
- Bachelor’s degree required; CFP designation or CFP coursework highly preferred
- Interest in long-term growth into a client advisory role
This is an excellent opportunity to learn from experienced advisors in a collaborative, growth-oriented environment. Strong internship experience and completed coursework toward CFP will be considered. The expected salary for this position is between $75K-$85K plus bonus. Contact Erin at esullivan@daleyaa.com for more information.