Lead Wealth Advisor

Acorn Financial Services Inc•Reston, VA

131d

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 real 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 their assets against taxes and inflation.
Focus relentlessly on fundamentals and building financial systems that scale.
Seamlessly navigate complexity, including discussing portfolio rebalancing strategies, macroeconomic market conditions, and estate planning implications.
Maintain exceptional retention rates (e.g., 98%+) and high net promoter scores (NPS).
Measurably decrease the cycle time between financial plan approval by the client and full execution/implementation (e.g., asset transfers, trust funding).
Proactively identify opportunities to consolidate clients' outside assets by consistently demonstrating the massive value of our holistic, silo-free stewardship approach.

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.