-
Financial Advisor
1 week ago
Claire Myers Consulting McLean, United StatesOur client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team. As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with ...
-
Financial Advisor
2 weeks ago
Claire Myers Consulting McLean, United StatesOur client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team. As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with ...
-
Financial Advisor Assistant
3 weeks ago
Pinnacle Financial Corp McLean, United StatesAt Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. · * We ...
-
Financial Advisor
3 weeks ago
Brown Miller McLean, United StatesJob Description · Job Description · The Company: · Brown|Miller Wealth Management is a fee-only, independent, privately-owned registered investment advisor firm that is deeply committed to providing high-level service to our clients. Established in 2020, we represent over nine ...
-
Financial Advisor
3 weeks ago
Claire Myers Consulting McLean, United StatesOur client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team. As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with ...
-
Financial Advisor
3 weeks ago
Claire Myers Consulting McLean, United StatesOur client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team. As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with ...
-
Financial Advisor
3 weeks ago
CNI Consulting Inc. McLean, United StatesJob Description · FINANCIAL ADVISOR · Overview · Our client is currently seeking an experienced Financial Advisor to join their growing team. · The Financial Advisor will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduc ...
-
Financial Advisor
1 week ago
Claire Myers Consulting McLean, United StatesOur client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team. As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with ...
-
Financial Advisor
2 weeks ago
City of Alexandria Workforce Development Center (WDC) McLean, United StatesFor over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the abil ...
-
Financial Advisor Assistant
4 weeks ago
Pinnacle Financial Mclean, United StatesAt Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. · * We ...
-
The MITRE Corporation McLean, United StatesWhy choose between doing meaningful work and having a fulfilling life? At MITRE, you can have both. That's because MITRE people are committed to tackling our nation's toughest challenges-and we're committed to the long-term well-being of our employees. MITRE is different from mos ...
-
Financial Advisor
4 days ago
Navy Federal Credit Union Fredericksburg, United StatesOverview · To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/invest ...
-
Financial Advisor
3 weeks ago
Cetera Investment Services LLC Fredericksburg, United StatesApplicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. · The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business custome ...
-
Financial Advisor
3 weeks ago
Cetera Investment Services LLC Fredericksburg, United StatesApplicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. · The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the banks consumer and business custome ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Fredericksburg, United StatesFinancial Advisor - Fredericksburg · Fredericksburg, VA, United States · *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN THIS POSITION, PLEASE FOLLOW THE APPLICATION PROCESS OUTLINED AT THE BOTTOM OF THIS POSTING. DO NOT APPL ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Fredericksburg, United StatesFinancial Advisor - Fredericksburg · Fredericksburg, VA, United States · PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN THIS POSITION, PLEASE FOLLOW THE APPLICATION PROCESS OUTLINED AT THE BOTTOM OF THIS POSTING. DO NOT APPLY ...
-
Financial Advisor
3 weeks ago
Navy Federal Credit Union Fredericksburg, United StatesOverview · To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/invest ...
-
EY McLean, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...
-
EY McLean, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. · At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the ...
-
EY McLean, VA, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...
Financial Advisor - McLean, United States - Claire Myers Consulting
Description
Our client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team.As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity.
You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives.Responsibilities
As a Financial Advisor, you will be a team player and methodical business leader, working closely as a trusted advisor serving the sophisticated needs of high net worth individuals and families.
You will build rapport and establish relationships with existing and target prospects, convert them to clients and facilitate them through our financial planning process.
In addition, as a member of our planning team, you will contribute to business development and marketing efforts.More specifically, you will:
Facilitate Business Development
Leverage local centers of influence to extend our referral network while continuously looking for opportunities to establish relationships with potential prospects, clients and strategic partners
Participate in the design and execution of key marketing initiatives, facilitating client involvement
Represent the organization externally by attending and/or presenting at client and alliance events
Manage the relationship and client experience from the beginning of engagement throughout the initial planning process
Work with the planning team to develop financial strategies designed to meet the specific needs and concerns of our entrepreneurial clients
Maintain a pulse on every client, staying a step of ahead of their needs and exceeding their expectations
Own the organization's value proposition and its matriculation through the client experience
Serve as an integral member of the organization's financial planning team; staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances and team members
Provide daily support to the Financial Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clients
Coordinate client service needs with internal and external team members
Memorialize client meetings and providing support to the overall client experience
Gain an understanding of the investment strategy of the organization
Direct and monitor workflows required to provide an exceptional client experience
Stay current on products, services and regulations that could impact our clients
Qualifications
Bachelor's degree, preferably with a concentration in Business, Economics or Financial Planning
8+ years of experience with advanced planning
CFP designation is required
Business development experience required
Strong entrepreneurial spirit with a high level of persistence
Foundational knowledge of key financial, investment and risk management concepts
A passion to help clients achieve their goals
Demonstrated analytical and problem-solving skills
Strong attention to detail, and exceptional follow through
Outstanding communication and relationship building skills
Excellent project management skills with ability to prioritize and track multiple tasks
Empathy and great active listening skills
The ability to think clearly, communicate succinctly, and write well
Fundamental knowledge and hands on experience working with eMoney
Benefits
Salary of $125,000-200,000 with variable compensation in addition
Health benefits
A bonus program
A 401 (k) retirement plan
A fun and friendly team of colleagues
#J-18808-Ljbffr
&v=024){kind=logo}
