Financial Advisor | Washington D.C. area (Hybrid)
A small, boutique Registered Investment Advisor (RIA) is in search of a Financial Advisor who can deliver wealth management and income planning services to its clients, along with actively contributing to new business development efforts.
Responsibilities:
Foster and enhance client connections, while establishing fresh relationships through warm leads, referrals, and proactive prospecting
Streamline complex financial ideas for clients by showcasing a clear grasp of concepts and planning principles
Assist clients while prioritizing their best interests in discussions to assess financial goals, risk tolerance, income, expenses, insurance coverage, tax status, and any other necessary information for crafting a financial plan
Exceed expectations for outstanding customer service
Play a pivotal role within a small team of professionals
Contribute to enhancing and refining of back-office processes to provide support for advisor activities
Requirements:
Bachelor’s degree, required
3+ years’ experience in financial services industry
FINRA Series 65 or 66 required; Series 7 preferred
CFP certificate or currently in the process of obtaining
CPA or EA with a bonus in personal income tax experience
Proficient with Windows and Microsoft Office
Experience with Junxure, Morningstar, TD Ameritrade, SEI and American Funds a plus