Financial Advisor VA

About us -

We are a fee-based financial advising and planning practice in Dumfries, VA. Many of, but not all, our clients are in the “happily retired” stage of life. We care deeply about helping them achieve their financial goals and dreams. Our administrative support professionals’ service is a significant component of delivering our expertise. Together, we provide our clients with top-notch financial planning client experience.

About you – 

You are an administrative pro who wants to be a significant part of our organization. You love helping clients, developing rapport, and ensuring they are cared for. People often comment on your warm personality and your professional presence. These are the soft skills you possess:

• You are self-motivated to grow your skillset and knowledge.
• You can work independently. If not, you can figure out how things work or whom to call.
• You are organized, process-driven and tenacious in following through.
• You are thorough, accurate, and detailed in the work you do.
• You enjoy taking on new challenges but don’t mind doing the little things.
• You are a positive and energetic person who develops relationships quickly.
• You are a person that shows up and demonstrates integrity and trustworthiness.