Entry Level Advisor - Wealth Management - Tysons Corner - Onsite

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. 


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