Associate Wealth Advisor

Kirk Capital Advisors, LLC

About the Role

Kirk Capital Advisors is looking for a CFP® professional to work directly alongside our founder. This role involves client meeting preparation, client meetings, financial planning, and trade execution, with a clear path to Lead Advisor. The team utilizes modern technology, including AI tools for meeting prep and planning.

Location

• Vienna, VA (hybrid)

Compensation

• $105,000–$130,000 base plus discretionary bonus

Key Responsibilities

• Own client meeting preparation
• Join client meetings
• Deliver thoughtful financial planning
• Assist with rebalancing and trade execution

Requirements & Tech Stack

• CFP® designation required
• Experience with modern technology, including AI tools for meeting prep and planning

Qualifications

• Work directly alongside the founder
• Contribute to a fast-moving team environment