Principal Wealth Advisor - Relationship Management

Acorn Financial Services • Reston, VA

2d

About The Position

Acorn Financial Services manages over $1.4B in assets by acting as a single, proactive fiduciary team. Your mission as a Principal Wealth Advisor is to act as the overarching financial quarterback for multi-generational families and business owners. You will fuse investment portfolio management with in-house tax and estate planning to protect your clients' life work and execute unified, outcome-driven wealth strategies.

Requirements

• Value people over hype: You know real businesses aren't built on trends; they are built on trust. You invest deeply in client relationships and lead with integrity.
• Thrive in disciplined execution: Big ideas matter, but execution wins. You bring intense focus and structure to complex portfolio management and business succession planning.
• Possess unimpeachable character: You are a true fiduciary. Your thoughts, words, and actions are always aligned with the best interests of your clients and the overarching mission of the firm.
• Grow through feedback and challenge: You constantly seek to sharpen your advanced planning acumen by leveraging the specialized knowledge of the firm's in-house CPAs and attorneys.

Responsibilities

• Design and execute bespoke investment architectures that strictly adhere to the client's individualized risk tolerance and multi-generational objectives.
• Proactively identify structural gaps in a client's financial life and bring in Acorn's legal and tax specialists to seamlessly close them.
• Guide enterprise owners from peak accumulation through complex pre-sale structuring to their post-liquidity "second act".
• Transfer and aggressively scale an existing book of high-net-worth business using Acorn's content-driven acquisition strategies and integrated service models.

Benefits

• Access to in-house CPAs and attorneys
• Holistic approach to organizing and simplifying goals and objectives
• Customized processes to understand unique client situations
• Development, implementation, and review of personal action plans for growing and protecting wealth
• Commitment to honest, transparent, and open communication
• Proactive, world-class service
• Consistently deliver advice that is appropriate, unbiased, and timely

What This Job Offers

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