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Financial Advisor
6 days ago
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Financial Advisor
2 weeks ago
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Financial Advisor 1
2 weeks ago
Financial Services Advisory Rockville, United StatesJob Description · Job Description · The Financial Advisor I is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/She shadows the senior financial advisor(s) and prin ...
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Financial Advisor 1
1 week ago
Financial Services Advisory, Inc. Rockville, United StatesJob Description · Job DescriptionThe Financial Advisor I is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/She shadows the senior financial advisor(s) and principal ...
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Financial Advisor
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Financial Advisor
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Thrivent Financial Rockville, United StatesFinancial Advisor - Rockville, MD page is loaded · Financial Advisor - Rockville, MD · Apply · locations · MD - Rockville · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · REQ-36296 · Be in Business for Yourself, not By Yourself · Enjoy t ...
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Financial Advisor
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Financial Advisor
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Financial Advisor 1
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Financial Services Advisory, Inc. Rockville, United StatesJob Description · Job DescriptionThe Financial Advisor I is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/She shadows the senior financial advisor(s) and principal ...
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Financial Advisor
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Financial Advisor
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Associate Financial Advisor
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Financial Advisor
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Gamma Phi Beta Washington, United StatesApplication Deadline:October 31, 2023 · Purpose · A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities ...
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Financial Advisor
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United Bank Inc Fairfax, United StatesSelect how often (in days) to receive an alert: · Create AlertThe Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional b ...
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Financial Advisor
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First Command Financial Services Alexandria, United StatesJob Description4 out of 5 of our Advisors are veterans or military spousesWho We AreFirst Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepre ...
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Financial Advisor
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First Command Financial Services, Inc Odenton, United States Full time/RegularFinancial Advisor · 4 out of 5 of our Advisors are veterans or military spouses · Who we are: · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal ...
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Financial Advisor
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Financial Advisor
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Northwestern Mutual, Frederick Frederick, United StatesDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has ...
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Financial Advisor
1 week ago
Magellan Financial & Insurance Services, Inc. Maryland, United StatesJoin Elite Income Advisors In Ellicott City, MD - · Are you ready to be part of a team where fun meets functionality, and productivity thrives? At Elite Income Advisors, we're not just a financial services firm; we're a dynamic force in the industry, celebrated for our vibrant, ...
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Financial Advisor
3 weeks ago
Magellan Financial & Insurance Services, Inc. Upper Marlboro, United StatesImagine a role where your potential is recognized with elite compensation and zero prospecting—welcome to your next big career move. · Just Ask Freeman is an esteemed independent retirement planning, wealth management, and Registered Investment Advisory firm based in Upper Marlbo ...
Financial Advisor 1 - Rockville, United States - Financial Services Advisory
Description
Job DescriptionJob Description
The Financial Advisor I is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings.
He/She shadows the senior financial advisor(s) and principals of the firm to develop a deeper understanding of FSA's philosophy and approach to investing and participates in client meetings to educate clients and give advice.
The Financial Advisor I regularly works in conjunction with client service associates to ensure proper preparation and completion of documentation for client meetings and processing client financial information through various financial planning software tools.
Financial advisors meet regularly with the Advice Team to continuously learn, share information on best practices, identify departmental gaps, promote consistency in handling of processes and procedures, and regularly reinforce effective advice strategies that successfully cultivate lasting client relationships built upon the firm's cultural vision.
CFP designation is preferred but not required. Please note this position is for a financial advisor, not an analyst.RESPONSIBILITIES:
Client Services
Establish and maintain lasting client relationships.
Communicate with clients both verbally and in writing.
Assist clients with investment and finance-related requests, processing forms, payments, account applications, money transfer requests, rollovers, beneficiary changes, etc.
Maintain files, keep detailed notes on client issues, initiate and track tasks through CRM.
Greet clients and/or visitors either by phone or in person professionally and pleasantly.
Support Advice Department
Assist financial advisors with scheduling client and prospect appointments as well as handling meeting preparation.
Participate in client meetings as needed to take notes and provide support to financial advisors.
Learn how to effectively cultivate client relationships.
Work with mentor(s) on the Advice Team to gain exposure to the daily work of an advisor.
Software/Web
Understand and use all client-related software including Client Relationship Management (CRM), portfolio management, financial planning, MS Office products.
Ability to use software to assist in client requests, data entry into financial planning software, internally segment clients, etc.
Working knowledge of custodian website and FSA Vault.
Research various topics via web and other resources.
Office Administration
Assist with preparation of marketing materials, mailings, and special projects.
Provide back-up phone coverage for office (respond to inquiries, transfer calls, etc.).
Understand all Schwab forms including, but not limited to, applications, beneficiary forms, Moneylink applications, etc.
Understand all FSA forms including, but not limited to, the Client Profile and Agreement, strategy change letters, termination letters, data input forms for financial planning software, etc.
Cultural Vision IntegrationSupport and implement core values into daily work and team member interactions.
Participate in training and on-going learning opportunities as designated by manager.
General Support
Supports the Senior Financial Advisors with analysis, client service and technical assistance.
Learns technical skills to prepare to serve clients independently as a Financial Advisor 2.
QUALIFICATIONS:
Bachelor's degree minimum
Qualification and educational focus for becoming a CERTIFIED FINANCIAL PLANNER professional
Minimum 3 years' work-related experience preferred
Strong verbal and written communication skills
Good analytical, problem solving, and interpersonal skills
Must be organized, detail-oriented, and possess the ability to multi-task
Strong prioritization and time-management skills
Ability to work effectively in a team environment
Self-starter who takes initiative with little direction
Inherent sense of accountability and ability to take responsibility for work
Customer service oriented with a pleasant demeanor and telephone manner
Team oriented with ability to collaborate
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