Senior Financial Consultant

8 hours ago


Reston, Virginia, United States Bull Run Investment Management Full time

About Us

Bull Run Investment Management is a dynamic and rapidly growing wealth management firm that prides itself on offering innovative, in-house proprietary management services with a focus on high-growth public equities in the software and technology sectors. Our team is dedicated to generating superior returns for our clients and providing a comprehensive suite of financial services tailored to individuals, families, workplaces, and philanthropic organizations.

Job Overview

We are seeking an experienced Financial Advisor who is looking for new opportunities for growth and aspires to achieve greater professional heights with senior-level compensation. The ideal candidate will have a couple of years of experience and an existing book of business.

Key Responsibilities

  • Provide comprehensive financial planning and investment management services to a diverse client base.
  • Maintain and nurture relationships with existing clients while expanding your book of business.
  • Implement wealth management strategies, including in-house proprietary strategies, alternate strategies, and high-growth equity investments.
  • Collaborate with our estate attorney and other professionals to ensure a holistic service to clients.
  • Familiarity with a broad range of financial products, including mutual funds, ETFs, and money managers.

Requirements

  • Proven experience as a Financial Advisor with an existing book of business.
  • Excellent understanding of financial planning, securities, and insurance.
  • Series 65, or 7 and 63. CFP, CFA, or similar certification is a plus.
  • Superior communication, relationship-building, and ethics skills.
  • Strong analytical abilities, with a proven track record of using data to inform investment decisions and financial advice.

What We Offer

Bull Run Investment Management offers competitive compensation, a supportive environment that fosters career growth, and the opportunity to be part of an innovative team. Interested candidates who meet the above qualifications are encouraged to apply today.



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