Our Focus: Financial Services
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They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.
Associate Advisor (Financial Planning) (1194-1)
McLean, VA Area
Wealth management firm seeks experienced and detail-oriented financial
planning/wealth management professional to take on an Associate Advisor role
that will report to one of the firmís partners. Great opportunity to learn
from the Partner, take on a piece of his book of business, and evolve into an
Independently serve existing investment and financial planning clients and
grow the book of business
Conduct investment reviews; assist in rebalancing portfolios with custom
Using client relationship management software, maintain client data and
anticipate service delivery
Apply financial planning software to various client circumstances (changes in
health; housing goals/expectations)
Use financial planning process as guidance for investment/estate
Develop/maintain financial planning software for client communication/service
5+ years of experience in financial services
CFP designation and FINRA licenses Series 7, Series 63, Series 65 (or Series
66 in lieu of 63/65)
High literacy with financial planning software (eMoney or similar)
Strong desire to develop professionally with experienced and motivated mentor
If you are interested in this opening, please email us a copy of your resume
as an MS Word attachment.
Alternative Investments // Asset Management // Banking // Broker Dealer