Join WealthCrossing

Whether you’re early in your career or ready for your next chapter, you’ll find a place where your contributions are valued and your growth is real.

Why you'll thrive here

A team that has your back

We're accountable to our clients — and to each other. You'll have colleagues who collaborate, share knowledge, and celebrate wins together.

Clients who appreciate it

Our clients are engaged, long-term partners. Your work will have a direct and visible impact on real families and their futures.

Room to grow

We invest in our people. From continuing education to career pathing, we want to help you build the career you're working toward.

What we stand for

Our six core values guide how we treat our clients and how we treat each other.

Commitment

We keep our relationships strong with clients, with the community, and with each other.

Client-Driven

A whatever-it-takes mindset and genuine care for client needs is baked into who we are.

Consideration

We operate by the Golden Rule: fairness, mutual respect, and appreciation for everyone involved.

Collaboration

We're stronger together. Our tax and investment professionals work as a unified team.

Clarity

We communicate openly, set clear expectations, and are transparent in everything we do.

Accountability

We continually monitor progress, review strategies, and make adjustments as needed to help clients stay on track.

Open positions

Why Join a Registered Investment Advisor (RIA) Firm?

The RIA industry is one of the fastest-growing segments of financial services. At WealthCrossing, our work directly impacts clients’ financial well-being by integrating financial planning, tax planning and investment strategy. As a financial planning associate, you play a critical behind the scenes role in supporting the financial planning process, ensuring client plans stay organized, up to date, and aligned with their goals so clients feel confident and supported through every stage of life.

Why Work for Our Firm?

WealthCrossing is a wealth management firm that prides itself on fostering a collaborative, client-centric environment. We are a team of passionate professionals dedicated to simplifying our clients’ financial lives and guiding them toward success. Our culture is built on the values of teamwork, accountability, commitment, mutual respect, and excellence in client service. We provide training, mentorship, and continuous learning opportunities to help our team members thrive and grow in their careers.

Job Summary

The Financial Planning Associate is a full-time, entry-level position providing technical support for the Advisors. Responsibilities include data gathering and input, financial and cash flow modeling, scenario building, presentation creation, and preparation of income tax projections. Working closely with the firm’s Advisors, the Associate will develop comprehensive tax and financial planning skills.

Job Responsibilities

The Financial Planning Associate will focus on the following areas:

Data Management: Gather, organize, and input client data within a tax and financial planning context.
Financial Planning: Prepare detailed client financial plans, including cash flow and retirement analysis, and create presentations for review by Advisors.
Deliverable Preparation: Review client agendas and prepare deliverables such as tax projections, performance reports, education funding analysis, social security analysis, and other tax and financial planning schedules for Advisor review.
New Client Onboarding and Investment Integration: Collaborate with advisors to ensure seamless onboarding of new client accounts, including transfer of securities, basis reconciliation, and initial investment deployment according to customized portfolio strategies.
Special Projects: Assist the Operations Team and Advisors with special projects as needed.

Qualifications

The ideal candidate for the Financial Planning Associate Position will have the following qualifications:

Bachelor’s Degree from an accredited college or university (Accounting or Finance majors preferred).
CPA or CFP candidate (preferred).
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
Detail-oriented, accurate, and organized, with the ability to set priorities.
Strong written and verbal communication skills.
Self-starter who takes initiative.
Team player, collaborative, and able to work effectively with others.
Desire and ability to work successfully in a small company environment.

What We Offer

Competitive salary and performance-based bonuses.
Comprehensive benefits package, including health, dental, vision, and 401(k) plans.
Generous PTO and paid holidays.
Professional development opportunities, including continuing education and industry certifications.
A supportive and collaborative work environment that values teamwork and client-focused service.

Location

Our office is located in downtown Richmond:

1001 Haxall Point, Suite 705, Richmond, VA 23219

If you are a thoughtful, growth minded professional who enjoys learning, supporting others, and being part of a collaborative team, we encourage you to apply to join WealthCrossing. Together, we help clients make confident financial decisions by delivering excellent service and building meaningful, long-term relationships.

We don’t have any open positions at the moment, but we’re always happy to connect with talented people. Send us your resume and a note about what you’re looking for!