Associate Wealth Advisor

Associate Wealth Manager Woman-Owned Independent RIA • Metro DC Area • Hybrid Advisory Track • 3–5+ Years Experience • Series 65 Required or Obtainable • Fully remote applicants will be considered

WHAT MAKES THIS DIFFERENT

This is not a support role with an advisory title. This is a genuine advisor-track position at a woman-owned independent RIA where your work matters on day one — and where the firm is invested in your long-term growth.

✓ Conduct real client reviews from the start ✓ Fiduciary, independent RIA — no sales quotas

✓ CFP® study fully supported ✓ Serve clients through major life transitions

✓ Licensed advisory role (Series 65 required) ✓ Direct mentorship from a 25-year CFP® veteran

✓ CDFA® designation encouraged & supported ✓ Hybrid or remote schedule, Metro DC area

ABOUT THE FIRM<...