Associate Advisor na Signature Estate and Investment Advisors, LLC

Who We Are

Signature Estate and Investment Advisors, LLC is a nationally recognized wealth management firm

with offices in Tysons, Virginia. We provide an extraordinarily high level of investment and wealth

management support for affluent clients, currently managing over $30 Billion in client assets.

Position: Associate Advisor

We are seeking a full-time Associate Advisor who is experienced, detail-oriented and passionate about

delivering exceptional client service.

Key Responsibilities

• Participate in client portfolio construction and reviews
• Assist in developing customized financial plans
• Reconcile and analyze financial data to ensure accuracy
• Research and resolve client inquiries and present findings clearly

Candidate Qualifications

• Bachelor’s degree in Financial Planning & Wealth Management or Finance
• CFP® designation and FINRA Series 7, 63 and 65 licenses (or Series 66)
• Minimum of 2 years of experience in the financial services industry
• Strong analytical skills and attention to detail
• Excellent interpersonal, organizational, and client service skills
• Ability to manage multiple priorities independently and meet deadlines
• Proficiency in Microsoft Office, especially Excel

Why Join SEIA?

• Named one of Financial Planning and InvestmentNews “Best RIAs to Work For” (2025)
• Competitive base salary with performance-based bonuses
• Mentorship and training with Forbes “Best in State” Advisors

Application Instructions

Applicants must be legally authorized to work in the United States. Employment is contingent upon a

comprehensive background check. 

Please submit cover letter and resume to: David Johnson [email protected]

Application Deadline: November 10,2025