Job Description


Financial Advisor star

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Reston Wealth Management

Reston, Virginia, United States

Date Posted:
Financial Services/Insurance
Job Type:
Reston Wealth Management
Job Description:

Job Description

Financial Advisor position is available for a driven, hardworking and qualified individual in our independent advisory firm. The successful candidate in this position will work with an assigned book of existing clients with the goal of getting to know them both their finances and them as an individual with the goal of providing the most personalized advice possible. He or she will also be responsible for working with other advisors to bring in new business, manage portfolios, and do financial and retirement planning.


Required Qualifications

  • Bachelor’s degree, preferably in finance, business or related fields.

  • Series 7 and 65/66 licensed and a clean compliance record

  • 2+ years experience working with clients in a financial advisory role, with a proven track record of success

  • Strong communication, relationship building, sales, and time-management skills

  • Ability to work in a close-knit, team environment

  • Self-motivated and able to work with minimal supervision

Preferred Qualifications

  • Attention to detail

  • State insurance license or other industry designations

  • Local candidates preferred


Competitive compensation commensurate with experience. Benefits include medical and dental plans, sick and vacation time, and a 401(K) with company matching.

Apply by sending resume and cover letter to info@restonwealth.com.

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About the Company

Reston Wealth Management

Our mission is to foster a lasting relationship with you founded on mutual trust, concern, respect, and to honor God in all we do. More...