Signature Estate & Investment Advisors, LLC
Associate Advisor
Signature Estate & Investment Advisors, LLC, Tysons Corner, Virginia, United States
Base Pay Range
$75,000.00/yr - $110,000.00/yr
Who We Are Signature Estate and Investment Advisors, LLC is a nationally recognized wealth management firm with offices in Tysons, Virginia. We provide an extraordinarily high level of investment and wealth management support for affluent clients, currently managing over $30 Billion in client assets.
Position: Associate Advisor We are seeking a full-time Associate Advisor who is experienced, detail-oriented and passionate about delivering exceptional client service.
Key Responsibilities
Participate in client portfolio construction and reviews
Assist in developing customized financial plans
Reconcile and analyze financial data to ensure accuracy
Research and resolve client inquiries and present findings clearly
Candidate Qualifications
Bachelor’s degree in Financial Planning & Wealth Management or Finance
CFP® designation and FINRA Series 7, 63 and 65 licenses (or Series 66)
Minimum of 2 years of experience in the financial services industry
Strong analytical skills and attention to detail
Excellent interpersonal, organizational, and client service skills
Ability to manage multiple priorities independently and meet deadlines
Proficiency in Microsoft Office, especially Excel
Why Join SEIA?
Named one of Financial Planning and InvestmentNews “Best RIAs to Work For” (2025)
Competitive base salary with performance-based bonuses
Mentorship and training with Forbes “Best in State” Advisors
Application Instructions Applicants must be legally authorized to work in the United States. Employment is contingent upon a comprehensive background check.
Please submit cover letter and resume to: David Johnson djohnson@seia.com
Application Deadline: November 10,2025
Seniority Level Entry level
Employment Type Full-time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Signature Estate & Investment Advisors, LLC by 2x
#J-18808-Ljbffr
Who We Are Signature Estate and Investment Advisors, LLC is a nationally recognized wealth management firm with offices in Tysons, Virginia. We provide an extraordinarily high level of investment and wealth management support for affluent clients, currently managing over $30 Billion in client assets.
Position: Associate Advisor We are seeking a full-time Associate Advisor who is experienced, detail-oriented and passionate about delivering exceptional client service.
Key Responsibilities
Participate in client portfolio construction and reviews
Assist in developing customized financial plans
Reconcile and analyze financial data to ensure accuracy
Research and resolve client inquiries and present findings clearly
Candidate Qualifications
Bachelor’s degree in Financial Planning & Wealth Management or Finance
CFP® designation and FINRA Series 7, 63 and 65 licenses (or Series 66)
Minimum of 2 years of experience in the financial services industry
Strong analytical skills and attention to detail
Excellent interpersonal, organizational, and client service skills
Ability to manage multiple priorities independently and meet deadlines
Proficiency in Microsoft Office, especially Excel
Why Join SEIA?
Named one of Financial Planning and InvestmentNews “Best RIAs to Work For” (2025)
Competitive base salary with performance-based bonuses
Mentorship and training with Forbes “Best in State” Advisors
Application Instructions Applicants must be legally authorized to work in the United States. Employment is contingent upon a comprehensive background check.
Please submit cover letter and resume to: David Johnson djohnson@seia.com
Application Deadline: November 10,2025
Seniority Level Entry level
Employment Type Full-time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Signature Estate & Investment Advisors, LLC by 2x
#J-18808-Ljbffr