Financial Planner/Advisor

3 days ago

Reston, VA, United States MillerMusmar Full time

Job Description for Financial Planner/Advisor

Position: Financial Planner/Advisor

Location: Reston, Virginia

Firm: SC Advisors: a fee-based Wealth Management and Financial Planning firm with over $750 million in assets under management.

Job Summary:

We are seeking a dedicated and organized Planner/Advisor to join our fast growing Wealth Management and Financial Planning firm in Reston, Virginia. The position involves working directly with the firm's principal and his clients.

Responsibilities:

  • Assist principal financial advisor in planning and advisory functions for clients

  • Utilize advanced software for financial planning and account aggregation

  • Collaborating to enhance client experience

  • Serve as fiduciary advisor managing accounts according to our firm's strategies

  • Handle trading and account management

  • Take over client relationships for assigned accounts

Requirements:

  • At least 2 years working in a financial advisory environment

  • A passion for working with clients on their financial planning needs & account management

  • Comfort in using advanced financial planning and tax modeling software (training provided)

  • A desire for long-term income growth and professional development within the firm

  • Relevant certifications (Series 7,65 and or CFP) will be a plus

Compensation will be structured based on a combination of competitive salary and fees generated from accounts, in line with industry standards for investment advisory firms.

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