Reference Number: MHH7740
Location: Reston, Virginia

Judson Group has been retained by a highly respected, independent fee-only financial planning and investment management firm with deep roots in the Northern Virginia area in the search for an Associate Wealth Advisor. With nearly $700 million in assets under management, this firm is driven by a clear mission: to make a meaningful difference in the lives of its clients through compassionate, personalized, and forward-thinking advice.

This firm believes that building an exceptional client experience starts with cultivating an exceptional team. That’s why our client champions a supportive, collaborative, and people-first culture. You’ll find a clearly defined career path, meaningful mentorship, and the tools you need to thrive professionally—all in an environment that values balance, respect, and mutual success. Lastly, this RIA is firmly committed to independence.

Why You’ll Love This Role:

• You’ll contribute directly to the success and well-being of clients from day one, working alongside experienced advisors who are deeply invested in your growth.
• This is a tight-knit, genuinely supportive team that celebrates collaboration and mentorship—not competition.
• With a clear, well-structured career path and the opportunity to lead client relationships over time, you won’t just feel your progress—you’ll see it.
• You’ll work at a firm where integrity, empathy, and doing right by the client aren’t buzzwords—they’re daily practice.
• Join a firm with a strong local presence and a long-term vision for excellence, innovation, and client service.
• A true meritocracy where teamwork, collaboration, and positive contributions are rewarded.

What You’ll Be Doing:

As an Associate Advisor, you’ll partner directly with Senior Wealth Advisors and Wealth Advisors to support the financial planning and investment management needs of clients. You’ll play a vital role in developing strategies, building financial plans, and contributing to an exceptional client experience.

Responsibilities:

• Support Senior and Wealth Advisors in delivering outstanding financial planning and investment management services.
• Collaborate on developing and implementing personalized financial strategies for clients.
• Participate in client meetings and help communicate financial recommendations clearly and effectively.
• Contribute to the full financial planning process, including:
  • Creating and presenting comprehensive financial plans
  • Preparing retirement projections, cash flow analysis, insurance reviews, education planning, and estate flow summaries
  • Conducting research and working with clients’ other professionals (CPAs, attorneys, etc.)
  • Identifying opportunities and risks based on clients’ overall financial pictures
• Field client questions, handle requests, and provide thoughtful, timely advice on a variety of financial topics.
• Perform special analyses (e.g., mortgage strategies, Social Security optimization) to help clients make informed decisions.

What We’re Looking For:

• Bachelor’s degree (preferably in finance, economics, accounting, business, or a related field).
• CFP® designation is strongly preferred—or must be earned within 12 months of hire.
• 2+ years of experience in financial services (experience with a fee-only RIA is ideal).
• Strong proficiency with Microsoft Office and familiarity with financial planning tools (MoneyGuidePro preferred).
• Experience with custodians such as Schwab and Fidelity, CRM systems, portfolio management, and document management software is a plus.
• A proactive, detail-oriented, and client-first mindset with strong communication skills.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package
• Long-term career growth within a firm that truly values its people and clients

Reference Number: MHH7740
Location: Reston, Virginia