Lead Wealth Advisor

Acorn Financial Services•Reston, VA

11d

About The Position

At Acorn Financial Services, we serve as a single, proactive team for our clients, expertly navigating complex financial transitions, equity compensation events, and long-term legacy goals. As a Mid-Level Financial Advisor, you are the operational and relational engine of our wealth management practice. Your mission is to proactively manage the client experience, deliver integrated financial plans, and actively guide clients through the nuances of their financial lives, ensuring total alignment with our internal tax and legal strategists.

Requirements

Value people over hype and understand that wealth management businesses are built on trust.
Invest heavily in client relationships, leading with integrity to drive lasting, multi-generational results.
Be a master of proactive communication, anticipating client needs.
Deeply understand client risk tolerance while actively protecting assets against taxes and inflation.
Build with the long game in mind, focusing relentlessly on fundamentals.
Understand that wealth management is about building financial systems that scale and helping clients make decisions that stand the test of time.
Seamlessly navigate complexity, being highly comfortable discussing portfolio rebalancing strategies, macroeconomic market conditions, and estate planning implications within the same client conversation.

Responsibilities

Act as the primary, highly proactive point of contact for a dedicated segment of clients.
Conduct regular, rigorous performance reviews, discussing market conditions, rebalancing needs, and progress toward goals.
Deliver and implement comprehensive financial plans, ensuring all investment strategies are perfectly coordinated with our tax team and our in-house estate attorneys.
Address highly complex client inquiries, providing exceptional service and judgment, escalating only the most nuanced strategic issues to the Managing Partners.
Assist in developing and executing investment strategies designed specifically to protect against taxes and inflation, providing ongoing, proactive analysis of assigned client portfolios.
Guide, manage, and rigorously review the analytical work produced by Junior Advisors, fostering a culture of continuous improvement and extreme ownership.