Financial Advisor

Our client is a fast-growing, independent, and fee-only wealth management firm located in Richmond, VA. They specialize in helping individuals age 50 plan for and enjoy retirement by integrating investment management, retirement planning, and tax planning into one coordinated strategy. They are looking for an experienced Financial Advisor (CFP®) to serve as a primary advisor in their Richmond, VA office location to a growing roster of client families. This role is designed for a seasoned planner who loves building long-term relationships and helping people navigate retirement with clarity and confidence. This is a client advisory and service role. You'll build lasting relationships with families as they navigate some of the biggest financial decisions of their lives.

Client-Facing Planning & Relationships

• Serve as the primary advisor for client families, guiding them through retirement income planning, investment management, tax optimization, Social Security timing, Roth conversion analysis, and estate coordination.
• Build deep, lasting relationships grounded in trust, proactive communication, and genuine care for each client's financial well-being.
• Collaborate with our CPA on staff and associate advisors on complex planning situations.
• This is the heart of the role — and the portion of your time dedicated to it grows as your client base grows.
• As you grow your client base, your time naturally shifts toward the client relationships you've built. At full capacity (~100-115 households), the majority of your time is spent serving clients you know well, supported by a steady but smaller flow of new families joining the firm.

Meeting with Prospective Clients

• No cold calling. Prospects come to you.
• Meet with qualified prospects who come to us through our marketing and referral network.
• Learn about their goals, concerns, and financial situation, then walk them through how we work.
• Help determine if we're the right fit for each other — no pressure, no sales tactics.
• Your focus in year one is getting to know people and welcoming the right families into the firm.

Professional Development & Collaboration

• Participate in ongoing training and professional development — we're a team that likes to learn.
• Collaborate with fellow advisors, our CPA, and the operations team on complex client situations.
• Contribute to a culture of continuous improvement and high standards of client care.

Required Qualifications

• CFP® designation (active and in good standing).
• 5 years of direct experience in comprehensive financial planning and investment management serving affluent clients.
• Deep knowledge of retirement income planning and wealth management for clients with $1M–$10M in investable assets.
• Ability to clearly communicate the value of an evidence-based investment approach.
• Communication Skills: You listen before you advise, write clearly, and build trust through competence and genuine care.
• Team Mindset: You enjoy collaboration and believe the best work happens in a coordinated team.

Preferred Qualifications (not required)

• Experience with MoneyGuide Pro, Holistiplan, Tamarac, or Wealthbox. ▸ Prior experience at a fee-only RIA or independent advisory firm.
• CPA, ChFC, EA, or other complementary designations.

Benefits and Culture:

• Competitive Base Salary from $100,000 - $157,500 depending upon level of experience and number of clients managed.
• Quarterly Incentive: Revenue-sharing bonus tied to firm growth
• Financial Wellness: 401(k) plan with employer match.
• Comprehensive Health: Employer pays up to 75% of medical, dental, and vision premiums.
• Paid Parental & Maternity Leave.
• Dependent Care Account (FSA): Set aside pre-tax dollars for childcare expenses.
• Time Off: Generous Paid Time Off (PTO) policy.
• Professional Development: Budget and ongoing training to keep growing in your craft.
• Hybrid Flexibility: 4 days in-office and 1 day remote.
• Community: Matching gifts program to support the causes you care about.