Financial Advisor

Associate Financial Advisor – Charlottesville, VA

Location: Charlottesville, VA

Employment Type: Full-Time, Onsite

Experience: Minimum of 3–5 years prior experience required

Licenses: Series 7 and Series 63 highly preferred. Must be obtained within 12 months of hire date.

About the Opportunity:

ProspectBlue is partnering with a leading asset management firm to identify an Associate Financial Advisor to join its growing wealth management team in Charlottesville, VA.

This is an excellent opportunity for a motivated financial professional who is looking to grow their career within a collaborative, client-focused wealth management environment. The ideal candidate will bring strong organizational skills, attention to detail, excellent communication abilities, and a commitment to delivering a high level of service.

A portable book of business is not required for employment consideration.

Key Responsibilities:

• Support a highly successful financial advisor’s wealth management team in serving their valued clients and managing day-to-day client needs.
• Maintain accurate client records, documentation, and account information.
• Assist with client communications, follow-up, and administrative activities.
• Work with internal systems and technology platforms that house customer and account data.
• Maintain organized records and perform basic bookkeeping-related tasks.
• Ensure activities and documentation are completed accurately and in accordance with applicable industry rules and regulations.
• Manage multiple priorities while consistently meeting deadlines and maintaining a high level of accuracy.
• Develop a strong understanding of firm processes, systems, products, and client service practices.

Qualifications:

• 3–5 years of prior financial advisory or wealth management experience required.
• Series 7 and Series 63 licenses are required, or must be obtained within 12 months of hire date.
• Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
• Extremely well-organized, detail-oriented, and accurate, with the ability to multitask and meet deadlines.
• Highly motivated with excellent verbal and written communication skills.
• Proficiency in Microsoft Outlook, Word, and Excel. Ability and willingness to learn and master computer programs and systems that house customer data.
• Ability to understand and adhere to industry rules, regulations, and compliance requirements.
• Professional demeanor with a strong commitment to client service and teamwork.
• Ability to work full-time onsite in Charlottesville, VA.

Why Join the Team?

This role offers the opportunity to join a successful wealth management team within a leading asset management organization, while building valuable experience in financial advising, client service, and wealth management operations. Candidates who are eager to develop professionally and contribute to a high-performing team are encouraged to apply.