Financial Advisor

A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.

The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of servicing their own book of business.

The Associate/Financial Advisor must have 10-20MM portable assets and will be given the opportunity to me mentored by an experienced, passionate and knowledgeable Advisor.

• Monitor clients financial situations
• Develop and maintain financial planning solutions
• Perform research on client databases and financial plans
• Create details portfolio reviews, security analysis and present at client meetings

5+ years of experience as an Financial Advisor

Series 7 and 66 or 63/65

BA degree

Experience with Financial Planning Software