Financial Advisor Associate #0610

Financial Advisor Associate

A distinguished independent Registered Investment Advisory (RIA) firm based in Charlottesville, Virginia, is looking for a Financial Advisor Associate to become part of their expanding team.

This position offers a unique chance to collaborate directly with a seasoned principal advisor within an intimate, team-oriented setting. You'll develop comprehensive expertise in every facet of wealth managementspanning client relationship oversight, portfolio management, and holistic financial planning.

Key Responsibilities :

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