Financial Planner/Advisor
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Job Description
Job Description for Financial Planner/Advisor
Position: Financial Planner/AdvisorLocation: Reston, VirginiaFirm: SC Advisors: a fee-based Wealth Management and Financial Planning firm with over $750 million in assets under management.
Job Summary: We are seeking a dedicated and organized Planner/Advisor to join our fast growing Wealth Management and Financial Planning firm in Reston, Virginia. The position involves working directly with the firm's principal and his clients.
Responsibilities:
- Assist principal financial advisor in planning and advisory functions for clients
- Utilize advanced software for financial planning and account aggregation
- Collaborating to enhance client experience
- Serve as fiduciary advisor managing accounts according to our firm's strategies
- Handle trading and account management
- Take over client relationships for assigned accounts
Requirements:
- At least 2 years working in a financial advisory environment
- A passion for working with clients on their financial planning needs & account management
- Comfort in using advanced financial planning and tax modeling software (training provided)
- A desire for long-term income growth and professional development within the firm
- Relevant certifications (Series 7,65 and or CFP) will be a plus
Compensation will be structured based on a combination of competitive salary and fees generated from accounts, in line with industry standards for investment advisory firms.
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