Senior Financial Advisor (Wealth Management)

Senior Financial Advisor (Wealth Management) Tysons, VA 22182 Hybrid work From $135,000 a year

• Full-time From $135,000 a year
• Full-time McLean Asset Management (McLean) is a wealth management and financial planning firm, with an emphasis on retirement income planning for high-net-worth individuals and families, headquartered in Tysons, VA.

With more than 40 years of history, McLean acts as a fiduciary and works with clients to help them achieve their financial goals and build income architectures they can live on. McLean is seeking an experienced financial planner and wealth advisor to independently manage existing client relationships, focusing on service delivery and a positive experience, while leading and mentoring other members of the advisory team. This role includes assuming responsibility for an established group of long-term client relationships while maintaining capacity for future growth. While this is not a business development role, the Senior Advisor should be comfortable meeting with prospective clients generated by the firm's marketing and referral efforts. Known for integrating evidence-based retirement income research with practical financial planning, McLean is where theory meets practice. Our advisors translate complex research and best practices into clear, actionable guidance based on each client's unique goals and preferences. This is a rare opportunity to join an innovative, family-oriented firm that values flexibility, collaboration, and thoughtful planning. While the role is primarily remote, candidates should be comfortable coming to the Tysons, VA office approximately once per month for team collaboration and relationship-building, as well as periodically for client meetings and other in-person events.

Primary Responsibilities:

• Manage client relationships by acting as the primary point of contact and overseeing all aspects of the financial planning process (emphasis on tax planning, distribution planning, charitable giving, and estate planning).
• Drive the financial planning process by designing, analyzing, and presenting customized plans tailored to each client's circumstances. Develop recommendations designed to help clients achieve their goals in a tax-efficient manner. Translate complex planning concepts into clear, actionable client guidance
• Oversee the implementation of the financial planning and meeting action items and provide feedback for improvements and efficiencies as needed to enhance the professional development of team members.
• Develop the ongoing client relationship through touchpoints and other forms of engagement.
• Coach and mentor other members of the advisory team to increase depth of knowledge, identify planning opportunities for review and discussion with the client, and improve the overall client experience.
• Serve as a subject matter expert for various planning topics, staying up to date on planning issues and communicating updates to the staff, contributing content for client articles or blog posts.
• Coordinate advice among the client's professional advisors, building a network of centers of influence (COIs).
• Identify planning opportunities proactively and help clients navigate complex financial decisions with confidence and clarity.
• Collaborate with advisors, planners, and client service team members across the firm to continually improve planning workflows and the overall client experience. Required Qualifications
• CFP® designation in good standing (required)
• Minimum 10 years of experience in a client-facing financial advisory role
• Prior experience managing a full book of client relationships independently
• Experience working with retirees and pre-retirees on complex distribution, retirement income, and tax planning strategies Preferred Qualifications
• RICP® (Retirement Income Certified Professional®) designation
• Experience with Right Capital financial planning software
• Working knowledge of Schwab and/or Fidelity custodial platforms Advisory Team Culture Advisors who thrive at McLean enjoy complex planning conversations and continuous learning.

They are naturally collaborative, intellectually curious, and comfortable discussing nuanced topics with clients, including retirement income strategies, tax-efficient withdrawals, estate-planning coordination, and behavioral decision-making. The ideal candidate values thoughtful planning, long-term client relationships, and collaborative problem-solving. They can communicate sophisticated planning concepts in a calm, approachable, and client-friendly manner. Advisors at McLean are encouraged to focus deeply on client outcomes rather than transactional sales activity, while still participating naturally in the firm's continued growth through excellent service and trusted relationships. Working at McLean At McLean, team members are trusted to do their work without micromanagement and are expected to bring a strong client-first, fiduciary mindset to everything they do. Our culture values independence, integrity, professionalism, and good judgment, paired with collaboration and mutual respect. We foster an environment of intellectual curiosity and continuous learning, where team members are encouraged to ask questions, deepen their expertise, and grow over time. As a family-oriented firm, we take pride in maintaining a warm, supportive culture while staying focused on doing what is right for both our clients and our team. As a reflection of our culture, employees have recognized McLean as one of the "Best RIAs to Work For" and a "Best Place to Work in Virginia" in the small employer category. McLean Asset Management Corporation is an Equal Opportunity Employer. A comprehensive background check will be conducted on applicants for this position.

Pay:

From $135,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Dependent care reimbursement Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Retirement plan Vision insurance Application Question(s): Do you have the following license or certification: Certified Financial Planner (CFP)? Do you have experience independently managing a book of wealth management or financial planning clients? How many years of Financial Planning/Wealth Management experience do you currently have? What interests you about the role? Ability to

Commute:

Tysons, VA 22182 (Required)

Work Location:

Hybrid remote in Tysons, VA 22182