Client Service Associate - Fairfax

Only for registered members Fairfax, United States

2 weeks ago

Default job background
Full time $54,000 - $71,000 (USD)

Job summary

We believe that every dollar saved represents a lifetime of hard work and aspirations,
and every dollar invested has job to do for our clients.
We are committed to managing our clients' investments by truly understanding them as people first
and then delivering advice, strategies and solutions to help them feel confident about the plans they are making,
whether for today,tomorrow or in the great unknown future.
  • Cordinate client meetings
  • Maintain risk awareness and compliance;
  • Able to adapt changes in the work environment;
    • Bachelor's degree or equivalent experience preferred;
    • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred;
    • Able to adapt changes in the work environment,

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