Associate Financial Advisor

Our client, a well-established independent Registered Investment Advisory (RIA) firm in Charlottesville, Virginia, is seeking an Associate Financial Advisor to join their growing practice.

This is an exceptional opportunity to work directly alongside an experienced principal advisor in a collaborative, small-team environment where you'll gain hands-on experience across all aspects of wealth management—from portfolio oversight to comprehensive financial planning and client relationship management.

• Support the management of discretionary investment portfolios for high-net-worth client households
• Assist with comprehensive financial planning processes and implementation
• Participate in client meetings, reviews, and ongoing relationship management
• Collaborate on asset management strategies and portfolio monitoring
• Contribute to the delivery of personalized wealth management services
• Work closely with the principal advisor and support team to ensure seamless client service delivery

• Assist with various aspects of practice management as the firm continues
  
  

Required Qualifications

• Series 7 and Series 66 licenses (or equivalent securities registrations)
• 1-5 years of experience in financial advisory, client relationship management, or financial planning
• Strong service orientation with exceptional attention to detail
• Excellent interpersonal and communication skills
• Ability to work collaboratively in a small-team environment
• Commitment to maintaining the highest standards of integrity and client care
  

Preferred Qualifications

• Experience within an independent RIA or LPL-affiliated firm
• CFP designation or progress toward certification
• Familiarity with discretionary portfolio management
• Experience serving high-net-worth clientele
• Background in comprehensive financial planning processes
  
  
  

Compensation & Benefits

Salary Range: $100,000 - $1450,000 annually, commensurate with experience and licensing

Structure: Base salary plus performance-based bonus

Note: In compliance with Virginia pay transparency requirements, the compensation range provided represents the firm's good faith estimate for this position. Actual compensation will be determined based on the candidate's qualifications, experience, and licensing credentials.

Equal Employment Opportunity and Non-Discrimination Policy

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Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

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Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
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Rhode Island: We do not request or require salary history from applicants.
Connecticut: We provide wage range information upon request or before discussing compensation.
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Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.