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Kinnect Advisors · Woodbridge
Meet with walk-in and referred clients in person
Serve as the financial planning lead for clients of an established CPA practice
Identify opportunities to expand tax-focused relationships into comprehensive financial planning engagements
Conduct retirement, investment, estate, insurance, and wealth planning conversations
Opportunity to focus on planning and client relationships rather than building from scratch
Warm introductions through a CPA practice with two VA offices and consistent client traffic
FINRA Series 7 and Series 66 registrations
Strong comprehensive planning mindset
Professional and polished
Excellent communicator who enjoys meeting people and building relationships
Self-starter who is dependable, organized, and proactive
Bring your planning expertise, relationship-building skills, and client-first mindset to a practice where you'll be positioned for success from day one.
Apply today to learn more!
Details
| Company | Kinnect Advisors |
| Location | Woodbridge |
| Type | FULL TIME |
| Niche | Full-time |