What are the responsibilities and job description for the Associate Advisor position at Signature Estate & Investment Advisors, LLC?
Who We Are
Signature Estate and Investment Advisors, LLC is a nationally recognized wealth management firm
with offices in Tysons, Virginia. We provide an extraordinarily high level of investment and wealth
management support for affluent clients, currently managing over $30 Billion in client assets.
Position: Associate Advisor
We are seeking a full-time Associate Advisor who is experienced, detail-oriented and passionate about
delivering exceptional client service.
Key Responsibilities
- Participate in client portfolio construction and reviews
- Assist in developing customized financial plans
- Reconcile and analyze financial data to ensure accuracy
- Research and resolve client inquiries and present findings clearly
Candidate Qualifications
- Bachelor’s degree in Financial Planning & Wealth Management or Finance
- CFP® designation and FINRA Series 7, 63 and 65 licenses (or Series 66)
- Minimum of 2 years of experience in the financial services industry
- Strong analytical skills and attention to detail
- Excellent interpersonal, organizational, and client service skills
- Ability to manage multiple priorities independently and meet deadlines
- Proficiency in Microsoft Office, especially Excel
Why Join SEIA?
- Named one of Financial Planning and InvestmentNews “Best RIAs to Work For” (2025)
- Competitive base salary with performance-based bonuses
- Mentorship and training with Forbes “Best in State” Advisors
Application Instructions
Applicants must be legally authorized to work in the United States. Employment is contingent upon a
comprehensive background check.
Please submit cover letter and resume to: David Johnson djohnson@seia.com
Application Deadline: November 10,2025