Junior Wealth Advisor

Acorn Financial Services • Reston, VA

75d • Hybrid

About The Position

The Mission 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.
• Know that in wealth management, consistency always beats intensity.
• Bring intense focus and accountability to data analysis, market research, and the meticulous preparation of financial plans.
• Grow through feedback and challenge.
• View every client meeting, every portfolio analysis, and every constructive critique as a critical learning opportunity.
• Actively seek feedback from senior partners to accelerate your path to professional mastery.
• Hold an uncompromising standard for detail.
• Understand that in financial services, small analytical errors compound massively over time.
• Sweat the minutiae 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, high-impact role behind the scenes to ensure the client receives a flawless, perfectly coordinated presentation.

Nice To Haves

• 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.

Benefits

• Direct, daily mentorship from industry veterans who manage highly complex, high-net-worth portfolios.
• Culture of sincere candor and growth.
• Top-tier benefits.
• Hybrid flexibility.
• Highly competitive entry-level compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed