Wealth Strategist

5 days ago

Reston, Virginia, United States Prevail Strategies Full time

Unlock Your Financial Potential

About Prevail Innovative Wealth Strategies

We are a dynamic and innovative wealth management firm seeking a talented Wealth Advisor to join our team. As a Wealth Advisor, you will play a crucial role in helping our clients achieve their financial goals and objectives.

Your Role

As a Wealth Advisor, you will be responsible for conducting in-depth financial assessments, providing strategic advice on financial products and services, and managing and growing a substantial client base. You will also be expected to uphold our commitment to ethical practices and compliance with all regulations.

What We Offer

  • A collaborative and energetic work environment that fosters growth and development.
  • Extensive training and support for continuous professional development.
  • A comprehensive financial planning approach that includes innovative, non-traditional wealth management practices.
  • A competitive compensation package, including benefits such as 401(k), dental insurance, financial planning services, flexible schedule, health insurance, life insurance, professional development assistance, retirement plan, and vision insurance.

Requirements

  • Energetic individuals with excellent communication skills.
  • A relationship-building spirit and a background in finance and/or traditional sales.
  • Professionals with a strong understanding of financial planning, market analysis, and investment strategies are a plus.

How to Apply

Ready to propel your career to new heights? Apply now and start your journey with us. Please submit your resume to:

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