Wealth Advisor - AAF Wealth Management (Hybrid Role)

AAF Wealth Management is seeking a driven, relationship-focused Wealth Advisor to join our team in a unique advisor-to-lead transition role.

This is not your typical advisory position. You’ll partner closely with firm leadership while developing into a lead advisor—building deep client relationships, delivering holistic financial planning, and growing your own book of business over time.

If you’re entrepreneurial, client-focused, and passionate about integrated financial and tax planning, this is an opportunity to build both your expertise and your long-term career.

What You’ll Do

This role is designed as a structured growth path, where your responsibilities expand as you develop:

Learn & Integrate

• Partner with senior advisors to learn planning philosophy, client strategies, and service approach
• Support client meetings, financial plan preparation, and ongoing client communication
• Build expertise in tax-aware financial planning in collaboration with our tax professionals

Grow into a Trusted Advisor

• Take an active role in client meetings and begin co-managing relationships
• Develop and present planning strategies, with a strong focus on tax efficiency
• Build relationships with clients and their families

Step into Leadership

• Lead client relationships and meetings with confidence
• Advise on complex planning topics including wealth transfer, charitable giving, and retirement strategies
• Drive business development through referrals, networking, and new client acquisition

What Makes This Role Different

• Clear path to lead advisor responsibilities
• Mentorship from experienced firm leadership
• Integrated tax + wealth planning approach
• Opportunity to grow your own client base while supporting an established practice
• Collaborative, client-first culture

What You Bring

• CFP® designation (required)
• 5–7+ years of experience in wealth management or financial planning
• Strong expertise in comprehensive financial planning (investments, retirement, estate concepts)
• Interest in or experience with tax planning strategies (EA a plus)
• Proven ability to build relationships and develop new business
• Entrepreneurial mindset with a proactive, self-starter approach
• Excellent communication skills and emotional intelligence
• Experience working with high-net-worth individuals and families (preferred)
• A collaborative mindset and commitment to long-term growth

Why AAF Wealth Management?

We believe wealth management is about more than numbers—it’s about building trust, delivering thoughtful advice, and helping clients navigate life’s most important financial decisions.

This role is ideal for someone who wants to:

• Be mentored while growing into a leadership position
• Deliver meaningful, holistic financial advice
• Build a thriving, relationship-driven practice over time

Ready to Build Your Future?

If you’re looking for a long-term opportunity to grow, lead, and make a lasting impact with clients, we’d love to connect.

The salary range for this position reflects a broad set of factors considered in compensation decisions, including—but not limited to—skills, experience, training, certifications, and overall business needs. The stated range has not been adjusted for geographic differentials that may apply based on the position’s location. At AAF Wealth Management, it is uncommon for an individual to be hired at or near the top of the range, as compensation decisions are based on each candidate’s specific background and circumstances. A reasonable estimate of the current salary range for this role is $125,000 - $175,000 per year not inclusive of bonus potential.

**Please note that while this position is remote, occasional travel to client locations, corporate meetings and trainings may be required to facilitate effective collaboration and engagement implementation.

All your information will be kept confidential according to EEO guidelines.

AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.