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(703) 787-0008

Support Advisor

Hopwood Financial is an independent, fee-only financial planning and investment management firm that has been deeply rooted in the Northern Virgina area for over 20 years. With nearly $700 million in assets under management, we are committed to making a meaningful difference in our clients’ lives through compassion and striving to go above and beyond their expectations. We know an environment like ours is built from within, so we foster a supportive and team-oriented culture and emphasize strong collaboration and communication. Our team genuinely likes and cares for one another, and we are always willing to support each other to create an exceptional experience for our clients and one another. We offer a well-defined career path with clear opportunities for advancement, ensuring that every employee has the resources and support to succeed.

Position Overview: The Support Advisor works directly with the Senior Wealth Advisors & Wealth Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development and implementation.

Duties & Responsibilities:

  • Prepare materials for client meetings; work with other team members to ensure client meetings are prepared for thoroughly and accurately. Attend client meetings and take notes; manage/delegate/complete all meeting follow-up items and document in CRM.
  • Provide support in the financial planning process for clients including: 
    • Create drafts of financial plans.
    • Prepare retirement forecasts, cash flow projections, insurance analyses, education forecasts, estate flows, etc.
    • Conduct research as needed and work with clients’ other advisors (attorneys, CPAs, etc.) to obtain all necessary data for financial planning analyses.
    • Identify areas of opportunity and risk for clients based on financial planning analyses.
  • Initiate and respond to clients on various items, which may also include miscellaneous requests.
  • Perform special request analyses for clients (e.g., mortgage analysis, Social Security analysis, etc.).

Qualifications:

  • Bachelor’s degree, preferably in business, accounting, finance, economics or related experience.
  • Working on or successfully completed the CFP exam.
  • 1-2+ years of experience (may include internships) in client service in the financial services industry (preferably with an independent registered investment advisory firm).
  • Proficiency in Microsoft Office; experience with various financial planning programs (MoneyGuidePro preferred), CRM, Schwab & Fidelity as custodians, portfolio management and document management software a plus.


Other Skills & Experience:

  • Continuously exhibits personal integrity and professional initiative.

  • Reliable, follows through on commitments, does not shrink from new challenges.

  • Possesses a passion to help new and existing clients.

  • Must be organized, detail-oriented and able to manage and prioritize tasks.

  • Demonstrates a commitment to accuracy by delivering high quality work.

  • Excellent written and verbal communication.

  • Self-starter who can meet deadlines working independently when needed.

  • Flexible team player who is highly adaptable to change and open to new ideas.

  • Demonstrated ability to work successfully in an entrepreneurial, small company environment.⦁ Maintain professional competencies and adhere to the firm’s ethical standards and cultural values.

Salary and Benefits

  • In-office position based in Reston, VA with ability to work from home one day a week after probationary period
  • Base compensation of $55,000-$65,000, depending on experience
  • Bonus potential based on firm and individual performance 
  • 401(k) with a company safe harbor contribution and discretionary profit sharing
  • Health insurance (medical, dental, and long-term disability)
  • PTO and paid holidays
  • Ongoing career development
  • Defined career track with opportunities for growth

If interested in this position, please e-mail your resume to Stacy Hopwood at stacy@hopwoodfinancial.com.

Hopwood Financial Services
www.hopwoodfinancial.com