Wealth Management Advisor - Burney Wealth Management

About the Job

Founded in 1974, Burney Wealth Management is a nationally recognized, CNBC Top 10 firm based out of Reston, VA. We help 1,000+ families across the country with financial planning, investment management, and tax planning and preparation. We are a people-centric firm focused on building lasting relationships with our clients and employees, and pride ourselves in providing clear career paths for various departments at the firm. We were recently honored as a Financial-Planning.com Top RIA to Work For.

We're expanding our presence in Nashville, TN, and seeking an experienced, entrepreneurial Wealth Advisor to join our dynamic team. In this role, you'll play a pivotal part in guiding high-net-worth clients through their financial journeys, delivering personalized strategies that align with their goals for wealth preservation, growth, and legacy planning—while also helping to build and grow our local Nashville office.

You'll primarily help our team maintain and serve our national client base while proactively working alongside the Partners of the firm contributing to local business development efforts. If you're passionate about fostering long-term client relationships, driving entrepreneurial growth, and thriving in a collaborative, innovative environment, this is your opportunity to advance your career with a firm that values expertise and initiative. This position may start remotely and transition to fully in-office during Q1 2026.

Key Responsibilities:

• Work with a team to build and nurture strong, trust-based relationships with approximately 100 of our current client households, serving as their primary advisor and proactively identifying opportunities to enhance their financial well-being. All client relationships include a Client Service Associate, Associate Advisor, Wealth Advisor, and full access to our internal CPA team, so you will have a strong support system.
• Collaborate with internal teams, including investment analysts, financial planners, and our tax group, to deliver seamless service and integrated solutions.
• Participate in business development efforts, such as networking events, client referrals, and local community engagement, to expand the firm's client base and grow our Nashville office.

Qualifications:

• Series 65 or 66 license required (or obtained within 90 days)
• Bachelor’s degree in finance, Economics, Business, or a related field
• CFP® (Certified Financial Planner) designation preferred
• Minimum of 4+ years of experience in wealth management, financial planning, or a similar advisory role, with a proven track record of managing client relationships.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly and empathetically.
• Entrepreneurial mindset will be required to help us build and grow our local office presence.

Compensation:

• Starting base salary DOE
• A generous quarterly variable compensation plan based on new client assets (w/ an ongoing quarterly revenue trail)
• Additional compensation provided for advisors bringing existing client relationships to the firm

Benefits:

• 401(k) and Defined Benefit Plan with a company funded 15% contribution of cash compensation (employee contributions allowed, but not required)
• Health Insurance: 100% covered by company
• HSA contribution made by company up to the individual maximum contribution (paid quarterly)
• Tuition assistance for continuing education
• Vacation policy: Open - required to take 2 weeks per year
• A fun, entrepreneurial team-based environment where you can pursue your professional and personal goals

If you're ready to make a meaningful impact on families' financial futures while growing your own career at a top-tier firm, we'd love to hear from you!