Finance Jobs in Williamsburg, VA

1 job found

Include remote jobs

Today

Financial Advisor

Covenant Wealth Advisors Williamsburg, VA

Williamsburg, VA

Today

$110k - $168k/yr Full time Advisor Client Relations Client Service

Apply Now

Job Description

Covenant Wealth Advisors is a fee-only, fiduciary, and independent firm built for advisors who want to focus on high-quality planning and long-term client trust. This hybrid role in Williamsburg, VA pairs meaningful client work with a team-supported planning model, no cold calling, and a compensation structure tied to firm growth.

Compensation and benefits

Base salary: $110,000 to $167,500 per year, depending on experience and the amount of revenue you may currently manage.
Bonus: Quarterly revenue-sharing bonus tied to firm growth, generally 10% to 15% of base salary.
401(k): 4% employer match.
Unit appreciation plan: future qualification where you benefit from the growth of the company.
Insurance: Health, Vision, and Dental.
Time away: Generous PTO, plus paid parental and maternity leave.
Dependent care: Dependent care FSA.
Training: Professional development budget and ongoing training.
Community: Charitable gift matching.
Hybrid schedule: four days in the Richmond office, one day remote.

What you’ll do

You will serve as the primary advisor for your client families, covering retirement income planning, Roth conversion analysis, Social Security timing, tax optimization, investment management, and estate coordination. Client meetings will focus on understanding what families are trying to accomplish and determining whether Covenant Wealth Advisors is the right fit.

Act as the main point of contact for retirement income planning, Roth conversion analysis, Social Security timing, tax optimization, investment management, and estate coordination.
Meet with pre-qualified prospects sourced through the firm’s marketing and referral network.
Collaborate with an in-house CPA, EA, associate advisors, and paraplanners on complex situations.
Help improve how the firm works, including processes, client experience, and outcomes.

How the caseload ramps

Year one: about half your time meeting new families and half serving clients who join.
As your book grows, the balance shifts toward serving established clients.
At full capacity: approximately 100 to 115 households, supported by associate advisors and a service team, with most of your week spent with clients you know well and a smaller, steady flow of new introductions.
The firm staffs to your known capacity.

Requirements

Active CFP® certification in good standing.
3+ years advising affluent clients on comprehensive financial planning and investment management.
Deep working knowledge of retirement income planning for households with $1 million to $10 million+ invested.
Ability to explain an evidence-based investment approach and defend it in a bear market.
Strong listening and clear writing; build trust through competence.

Technology

MoneyGuide Pro, Holistiplan, Tamarac, Wealthbox, YCharts
Schwab and Fidelity custody

Planning model and working style

No cold calling
No seminars
No prospecting quotas
No product sales
No book of business required to bring

Helpful (not required)

CPA, ChFC, EA, or CFA
Prior experience at a fee-only RIA
Experience with MoneyGuide Pro, Holistiplan, Tamarac, or Wealthbox

Hiring process

Apply with a resume and a short note on why this role, not just any advisor role.
30-minute introductory call and short assessment.
Conversation with the CEO and Lead Advisor(s).
Half-day onsite in Richmond, including time with the team you would work with.
References and offer.

View full job page →

Get Finance Jobs in Williamsburg, VA alerts

New Finance Jobs in Williamsburg, VA, daily.