Senior Financial Advisor

Senior Financial Advisor

Location: Winchester, VA

Employment Type: Full-Time | Onsite

Firm Overview

Step into an already scaled practice, not a startup build. This position offers

the chance to assume leadership of a well-established wealth management

business with approximately $300 million in assets under management, a

loyal client base, and a mature operational platform. Infrastructure, staffing,

and systems are in place so you can focus on advising—not building from the

ground up.

Position Summary

The Senior Financial Advisor will serve as the lead advisor on a sizable,

sophisticated book of business. You will inherit meaningful AUM, established

client relationships, and a fully supported environment, enabling you to focus

on delivering high-quality advice, strengthening relationships, and guiding

clients through complex planning needs.

Key Responsibilities

Lead an Established Practice

 Act as the primary financial advisor for an existing ~$300M AUM client

base.

 Deliver holistic, goals-based financial planning and investment

management.

 Maintain and enhance a high-touch, white-glove client service

experience.

Deepen & Expand Client Relationships

 Proactively build and strengthen relationships across multiple

generations within client families.

 Promote high client retention and organic growth through exceptional

service and planning.

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 Identify and pursue targeted opportunities for selective new-client

acquisition.

Provide Advanced Financial Planning

 Advise clients on retirement income strategies, estate planning

considerations, tax-aware investing, and risk management.

 Offer expert guidance on variable annuities, including product

structure, riders, expenses, and suitability.

 Construct and oversee advisory portfolios tailored to each client’s long-

term objectives and risk profile.

Collaborate & Drive Scalable Growth

 Work closely with dedicated client service, operations, marketing, and

planning teams.

 Refine segmentation and service models to increase efficiency and

support ongoing growth.

 Adhere to rigorous compliance, regulatory, and fiduciary standards.

Qualifications

You are an experienced advisor who:

 Has 10 years of advisory experience serving mass affluent and high-

net-worth clients.

 Holds active Series 7 and 66 licenses (or Series 7 and 65).

 Possesses in-depth knowledge of variable annuities and fee-based

advisory platforms.

Understands portfolio construction, managed accounts, and suitability

requirements.

 Demonstrates a strong track record of client retention and growing a

practice.

 Clearly and confidently explains complex financial concepts to clients.

 Operates with unquestioned integrity, professionalism, and a client-

first philosophy.

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