Wealth Advisor - AAF Wealth Management

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 DoThis role is designed as a structured growth path, where your responsibilities expand as you develop:Learn & IntegratePartner with senior advisors to learn planning philosophy, client strategies, and service approachSupport client meetings, financial plan preparation, and ongoing client communicationBuild expertise in tax-aware financial planning in collaboration with our tax professionalsGrow into a Trusted AdvisorTake an active role in client meetings and begin co-managing relationshipsDevelop and present planning strategies, with a strong focus on tax efficiencyBuild relationships with clients and their familiesStep into LeadershipLead client relationships and meetings with confidenceAdvise on complex planning topics including wealth transfer, charitable giving, and retirement strategiesDrive business development through referrals, networking, and new client acquisitionWhat Makes This Role DifferentClear path to lead advisor responsibilitiesMentorship from experienced firm leadershipIntegrated tax + wealth planning approachOpportunity to grow your own client base while supporting an established practiceCollaborative, client-first cultureWhat You BringCFP® designation (required)5–7+ years of experience in wealth management or financial planningStrong 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 businessEntrepreneurial mindset with a proactive, self-starter approachExcellent communication skills and emotional intelligenceExperience working with high-net-worth individuals and families (preferred)A collaborative mindset and commitment to long-term growthWhy 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 positionDeliver meaningful, holistic financial adviceBuild a thriving, relationship-driven practice over timeReady 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.

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