- Facilitate Business Development
- Leverage local centers of influence to extend our client's 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, which facilitates client involvement
- Represent the organization externally by attending and/or presenting at client and alliance events
- Provide a Superior Client Experience
- 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 the firm's entrepreneurial clients
- Maintain a pulse on every client, staying a step ahead of their needs and exceeding their expectations
- Own the organization's value proposition and its matriculation through the client experience
- Lead the Best Advisory Process
- 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
- Understand 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 the firm's clients
- Bachelor's degree in Business, Economics, Financial Planning, or other related fields
- CFP designation is required
- At least 8 years or more of advanced planning experience
- Business development experience is required
- Fundamental knowledge and hands on experience working with eMoney
- 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
- Excellent verbal and written communication skills, with a focus on relationship building and management with the team and clients
- Excellent attention to detail and time management skills with a proven ability to meet deadlines
- Excellent project management skills with ability to prioritize and track multiple tasks
- Strong analytical and problem-solving skills
- Empathy and great active listening skills
- Competitive compensation depending on experience
- Health benefits (medical, dental, vision, etc.)
- A bonus program
- A 401(k) retirement plan with company match
- A fun and friendly team of colleagues
-
beBee Handyman Charenton, LA, United States FreelanceCurrently, I need to seek a second opinion from a financial advisor in Charenton, LA. I am about to finish my work contract and going through a separation. In order to change my residence and return my ex-partner's share of our common assets, I believe I need to request a loan, m ...
-
Financial Advisor
1 day 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
6 days 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
6 days 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
5 days 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
1 week 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 ...
-
Financial Advisor Assistant
1 day 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
6 days 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
6 days 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
6 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 ...
-
Client Associate
4 days ago
Wells Fargo & Company MCLEAN, United StatesAssist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account Client Associate, Financial Ad ...
-
Commercial Credit Officer
5 days ago
The Bank of America Corporation McLean, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Officer, Commercial, Solutions ...
-
Andersen Tax McLean, VA, United StatesThe Firm · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most ...
-
Andersen McLean, VA, United StatesUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive g ...
-
Advisor Support Generalist
4 days ago
Judson Group McLean, United StatesJudson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for an Advisor Support Generalist – Wealth Management. The Advisor Support Generalist ...
-
Advisor Support Generalist
1 week ago
Judson Group McLean, United StatesJudson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for an · Advisor Support Generalist – Wealth Management. · The Advisor Support Gene ...
-
Advisor Support Generalist
3 days ago
The Judson Group McLean, United StatesReference Number: MHH7609 · Location: McLean, Virginia · Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for an · Advisor Support Ge ...
-
Senior Client Services Associate
1 day ago
Simplex Hires LLC McLean, United StatesThis role will be a hybrid position 3 days in and 2 days work from home and will involve an initial 90 days of 5 days/week on-site during the training period. · Our client is a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, ...
-
Senior Client Services Associate
6 days ago
Simplex McLean, United StatesThis role will be a hybrid position 3 days in and 2 days work from home and will involve an initial 90 days of 5 days/week on-site during the training period. · Our client is a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, ...
-
Valuation & Investment Banking Analyst
6 days ago
Matheson Financial Advisors McLean, United StatesJob Description · Job Description · Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representatio ...
Financial Advisor - McLean, United States - CNI Consulting Inc.
Description
Job DescriptionFINANCIAL 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 fiduciary capacity. The Financial Advisor will work with additional team members to provide financial planning, investment advisory support, and facilitate business development initiatives.
Duties and Responsibilities
The Financial Advisor will be a team player and methodical business leader, working closely as a trusted advisor to serve 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 client's planning team, the Financial Advisor will contribute to business development and marketing efforts.
