Financial Advisor

  • Competitive
  • Reston, VA, USA Reston VA US
  • Permanent, Full time
  • Mason Companies
  • 19 Mar 18 2018-03-19

Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth individuals, Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, and institutional clients nationwide.


This is a unique opportunity to travel with and train under the most senior members of our team.   Responsibilities include both servicing clients and business development.  Attending client and prospect meetings would be a primary focus.  Therefore, significant travel should be expected.  Advisor would need to be based in DC Metro Area.  Initial responsibilities would include shadowing and co-planning with existing Senior Financial Advisors.  The role may evolve into a lead advisory role with a financial planning focus.


Minimum requirements:

  • Advanced degree in business, accounting, law or finance
  • CFP or CPA designation
  • 5+ years’ experience in RIA or brokerage firm environment
  • Current RIA and/or FINRA licensing
  • Commitment to acting in the clients best interest


Traits and Skills Desired:

  • Working knowledge of investment, tax, retirement planning, and executive compensation concepts
  • Appreciation for academically based strategic asset allocation philosophy
  • Ability to clearly articulate complex financial concepts to clients
  • Ability to ask for and receive referrals from clients after demonstrating your value
  • Willingness and desire to collaborate with peers


Please send resume and salary requirements to