Junior Wealth Advisor

Acorn Financial Services Inc•Reston, VA

131d•Hybrid

About The Position

Acorn Financial Services was built on a foundational premise: eliminate financial silos. We don't just coordinate basic accounts; we truly integrate our clients' entire financial lives across complex tax, legal, and investment landscapes. As a Junior Financial Advisor, you are at the beginning of a rigorous, highly rewarding career path. Your mission is to provide the critical analytical and structural support that empowers our Senior Wealth Advisors to deliver unparalleled holistic stewardship to our clients.

Requirements

Thrive in disciplined execution and understand that consistency beats intensity in wealth management.
Bring intense focus and accountability to data analysis, market research, and the meticulous preparation of financial plans.
Grow through feedback and challenge, viewing every client meeting, portfolio analysis, and critique as a learning opportunity.
Actively seek feedback from senior partners to accelerate professional mastery.
Hold an uncompromising standard for detail, especially when entering financial data into CRM systems and modeling long-term financial projections.
Eager to support the broader team, share credit, and play a vital role behind the scenes.
Demonstrate measurable, rapid progress toward advanced professional certifications (e.g., CFP, Series 7/66) within a strictly defined timeframe.

Responsibilities

Assist senior advisors in gathering comprehensive financial data, interpreting complex client information, and building highly customized, accurate financial plans.
Conduct detailed market research, analyze various investment vehicles, and assist in the preparation of sophisticated investment proposals and periodic portfolio reviews.
Attend critical client meetings alongside Senior Advisors, meticulously documenting strategic action items, and ensuring all follow-up tasks are executed with extreme urgency.
Support the complex client onboarding process by ensuring all financial records, risk tolerance profiles, and newly drafted estate planning documents are perfectly integrated into our CRM.