
Financial Advisor
3 weeks ago
About us
Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past two years, we have been placed on the Inc. 5000 list, a distinction awarded to the 5,000 fastest-growing private companies in the United States.
Responsibilities:
- Serve primary point of contact for clients to provide comprehensive financial planning services and personalized advice tailored to their individual needs
- Manage client assets and provide ongoing portfolio management and investment advice
- Recommend life insurance and annuity products to clients when appropriate
- Collaborate with other team members to develop and implement comprehensive financial plans that help clients achieve their retirement income goals
- Deliver educational presentations and write newsletters to educate clients on financial planning topics
- Stay up-to-date on industry trends and regulations, and maintain compliance with all relevant laws and regulations
Requirements:
- Series 65 and Life & Annuity licenses are required
- CFP Designation is a bonus
- At least 5 years of insurance/annuity sales and asset management
- Bachelor's degree
- Strong communication, interpersonal, and problem-solving skills
- Proven ability to collaborate and build effective relationships with clients and colleagues
- Knowledge of financial planning software and tools
- High ethical standards and a commitment to acting in the best interests of clients
We offer a competitive compensation package, including base salary and performance-based bonuses, as well as a comprehensive benefits package that includes health insurance, retirement savings, and paid time off. Our advisors have the option to transition to a commission structure after pre-determined milestones are hit.
- If you are a dedicated and experienced Financial Advisor who is committed to helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter for consideration.
-
Financial Advisor
1 week ago
Ashburn, United States Abich Financial Services Full timeAbout us Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past two years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
-
Financial Advisor
2 weeks ago
Ashburn, VA, United States Abich Financial Services Inc. Full timeAbout us Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past two years, we have been placed on the Inc. 5000 list, a distinction awarded to...
-
Member Relationship Advisor
5 days ago
Ashburn, Virginia, United States Signal Financial Federal Credit Union Full timeJob Description Job Description Member Relationship Advisor - Montgomery CountySignal Financial is a progressive and growing Credit Union with over 24,000 members and more than $400+ million in assets. We are committed to building a new way of banking for our current and future members in the Washington Metro area. Our goal is to be a progressive...
-
Member Relationship Advisor
2 days ago
Ashburn, Virginia, United States Signal Financial Federal Credit Union Full timeMember Relationship Advisor - Montgomery CountySignal Financial is a progressive and growing Credit Union with over 24,000 members and more than $400+ million in assets. We are committed to building a new way of banking for our current and future members in the Washington Metro area. Our goal is to be a progressive multi-billion-dollar financial institution...
-
Member Relationship Advisor
5 days ago
Ashburn, United States Signal Financial Federal Credit Union Full timeMember Relationship Advisor - Montgomery County Signal Financial is a progressive and growing Credit Union with over 24,000 members and more than $400+ million in assets. We are committed to building a new way of banking for our current and future members in the Washington Metro area. Our goal is to be a progressive multi-billion-dollar financial institution...
-
CFO Advisor
5 days ago
Ashburn, Virginia, United States WSL Consulting Full timeJob Description Job Description Are you a seasoned and extremely organized accounting /finance professional who is excited about helping clients in a consultative approach and passionate about customer service? Do you have an entrepreneurial personality and strong government contracting experience with an outstanding understanding of GAAP, FAR, and DCAA...
-
CFO Advisor
7 days ago
Ashburn, United States WSL Consulting Full timeJob DescriptionJob DescriptionAre you a seasoned and extremely organized accounting /finance professional who is excited about helping clients in a consultative approach and passionate about customer service? Do you have an entrepreneurial personality and strong government contracting experience with an outstanding understanding of GAAP, FAR, and DCAA...
-
Corporate Financial Advisor
3 days ago
Ashburn, Virginia, United States Toptimum LLC Full timeJob DescriptionWe are seeking an experienced Sr. Financial Consultant to join our team. As a key member of our financial services team, you will provide expert financial guidance to our clients, helping them to maximize mission value, mitigate financial risk, and ensure that financial commitments are met.Key Responsibilities* Provide expert financial...
-
Onsite Engineering Advisor
5 days ago
Ashburn, Virginia, United States Pkaza Full timeJob Description Job Description Onsite Engineering Advisor - Critical Facilities - Ashburn, VA Our client is a Engineering Design and Commissioning Company that is a subject matter expert in the data center space. This role will be onsite at a the Customer's Data Center. They will provide onsite design, commissioning consulting and management expertise in...
-
Assistant Wealth Advisor
1 week ago
Ashburn, United States Courser Capital Management, LLC Full timeWe are seeking a trustworthy, hardworking, and intelligent new associate. Candidates need to demonstrate exceptional communication, organizational, and client service skills. Willingness to ask questions, problem solve, and being a self-starter are essential traits. Responsibilities Responsibilities include supporting the firm's financial planning and...
-
Assistant Wealth Advisor
2 weeks ago
Ashburn, United States Courser Capital Management, LLC Full timeWe are seeking a trustworthy, hardworking, and intelligent new associate. Candidates need to demonstrate exceptional communication, organizational, and client service skills. Willingness to ask questions, problem solve, and being a self-starter are essential traits. ResponsibilitiesResponsibilities include supporting the firm's financial planning and...
-
Assistant Wealth Advisor
2 weeks ago
Ashburn, United States Courser Capital Management, LLC Full timeWe are seeking a trustworthy, hardworking, and intelligent new associate. Candidates need to demonstrate exceptional communication, organizational, and client service skills. Willingness to ask questions, problem solve, and being a self-starter are essential traits. ResponsibilitiesResponsibilities include supporting the firm's financial planning and...
-
Project Coordinator Specialist
1 day ago
Ashburn, Virginia, United States LMI Government Consulting (Logistics Management Institute) Full timeLMI Government Consulting (Logistics Management Institute) is seeking a skilled Project Control Analyst to provide critical support to the Government program/project manager in various facets of program development, execution oversight, and technical capability integration activities.As a trusted advisor, you will work closely with stakeholders to establish...
-
Assistant Wealth Advisor
2 weeks ago
Ashburn, VA, United States Courser Capital Management, LLC Full timeWe are seeking a trustworthy, hardworking, and intelligent new associate. Candidates need to demonstrate exceptional communication, organizational, and client service skills. Willingness to ask questions, problem solve, and being a self-starter are essential traits. Responsibilities Responsibilities include supporting the firm's financial planning and...
-
Regional Infrastructure Engineering Lead
3 days ago
Ashburn, Virginia, United States Equinix Full timeJoin our team and contribute to the growth and success of Equinix as a leader in the digital infrastructure industry.As a member of our operations team, you will be responsible for leading teams and vendors to complete data center and regional projects, establishing and maintaining relationships with key suppliers, and collaborating with field operations...
-
Director of Americas-East Region Facilities
3 days ago
Ashburn, Virginia, United States Equinix Full timeWith over 260 data centers across the globe, Equinix's digital infrastructure is the backbone of modern business.As a key member of our operations team, you will be responsible for leading teams and vendors to complete data center and regional projects, establishing and maintaining relationships with key suppliers, and collaborating with field operations...
-
Senior Account Manager
3 weeks ago
Ashburn, United States Zayo Group Full timeCompany DescriptionZayo provides mission-critical bandwidth to the world's most impactful companies, fueling the innovations that are transforming our society. Zayo's 141,000-mile network in North America and Europe includes extensive metro connectivity to thousands of buildings and data centers. Zayo's communications infrastructure solutions include dark...
-
Senior Data Center Operations Manager
3 days ago
Ashburn, Virginia, United States Equinix Full timeAt Equinix, we're the world's digital infrastructure company, operating over 260 data centers across the globe. Our vision is to bring together and interconnect foundational infrastructure at software speed.As a member of our operations team, you'll be at the forefront of all we do, maintaining critical facilities infrastructure as part of a close-knit team...
-
GRC Consultant
2 days ago
Ashburn, Virginia, United States Warriors Recruiting Full timeTitle: GRC Consultant Location: Full Remote – Local to D.C. – Some onsite visits required to DoE downtown to access systems. Clearance: Clearable US Citizen Company Description: Our great client is a Service-Disabled Veteran-Owned Small Business (SDVOSB) with a vision to become the trusted information technology advisors to our clients while...
-
Senior Account Manager
2 weeks ago
Ashburn, United States Zayo Group Full timeCompany Description Zayo provides mission-critical bandwidth to the world's most impactful companies, fueling the innovations that are transforming our society. Zayo's 141,000-mile network in North America and Europe includes extensive metro connectivity to thousands of buildings and data centers. Zayo's communications infrastructure solutions include dark...