Servicing Financial Advisor
4 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 three 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.
Key Responsibilities:
The Servicing Financial Advisor position combines client-facing duties with essential paraplanning support. This individual will act as the subject matter expert for client questions, hold delivery meetings, and conduct investment and annual reviews. In addition to these advisory functions, the role also includes paraplanning tasks such as preparing material for sales and client appointments and executing trade orders.
Servicing Advisor Work
- Client Questions SME
- Delivery Meetings
- 30-min Client Conversations
- Investment Reviews
- Annual Reviews
Paraplanning Work
Preparation for 1st Appointments with Sales Advisors
- Preparation for Current Client & Investment Reviews
- Complete Sales Advisor Requests
- AUM Bookkeeping
- Service Requests & Trades
- AUM Allocations for New Business
- Track & Renew fixed Securities (T-Bills, CDs, DDSN, PPN, Etc.)
- Orion Financial Planning
- Outreach for Document Collection
- Delivery Meeting Setup
- Generate deliverable documents
Requirements:
- Bachelor’s degree required; advanced certifications or designations are a plus.
- Minimum of 2 years of experience in the financial planning industry, with a strong background as a paraplanner, servicing advisor, or financial advisor assistant.
- VA Life & Health Insurance Licenses are required.
- Series 65 is required
- Proficiency in financial planning software (e.g., Orion) and Microsoft Office Suite.
- Strong attention to detail, organizational skills, and the ability to multitask effectively.
- Excellent communication skills and a polite phone manner.
- Ability to work independently as well as collaboratively within a team.
- Strategic thinking and proactive problem-solving.
- Effective time management and task prioritization.
- Ability to anticipate and address client needs.
- Adherence to rules and regulations, with a focus on compliance and ethical practices.
This position is dynamic and may evolve to meet the needs of the practice, with additional responsibilities assigned as necessary. Work hours are 9:30 am - 5:30 pm. Must be available to work occasional evening hours to support our educational workshops, as needed.
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.
-
Financial Paraplanner/ Jr. Advisor
4 weeks ago
Ashburn, United States Abich Financial Services Full timeAbout usAbich 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 three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
-
Servicing Financial Advisor
3 weeks ago
Ashburn, VA, United States Abich Financial Services Inc. Full timeAbout usAbich 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 three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
-
Servicing Financial Advisor
3 weeks ago
Ashburn, VA, United States Abich Financial Services Inc. Full timeAbout usAbich 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 three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
-
Financial Paraplanner/ Jr. Advisor
1 month ago
Ashburn, United States Abich Financial Services Inc. Full timeAbout usAbich 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 three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
-
Financial Paraplanner/ Jr. Advisor
1 month ago
Ashburn, United States Abich Financial Services Inc. Full timeAbout usAbich 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 three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
-
Financial Paraplanner/ Jr. Advisor
3 weeks ago
Ashburn, VA, United States Abich Financial Services Inc. Full timeAbout usAbich 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 three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
-
Financial Advisor
4 weeks ago
Ashburn, United States Abich Financial Services Inc. Full timeAbout usAbich 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
3 weeks ago
Ashburn, United States Abich Financial Services Inc. Full timeAbout usAbich 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
3 weeks ago
Ashburn, VA, United States Abich Financial Services Inc. Full timeAbout usAbich 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...
-
ashburn, United States Creative Financial Staffing Full timeAbout the Company & Opportunity: Our client is a well-established professional services firm founded over 20 years ago Current employees praise the organization on their commitment to professional development Ideal opportunity for candidates seeking work-life balance and professional growth AR Specialist Responsibilities: AR Specialist will perform...
-
Ashburn, Virginia, United States MAVENTRI Full time**About Us**MAVENTRI is a small, woman and minority-owned business dedicated to helping other small businesses thrive. As a growing company, we specialize in bookkeeping, fractional HR services, payroll services, and affordable housing compliance services. Our mission is to improve and streamline business processes, helping our clients understand their...
-
Commercial HVAC Service Manager
3 months ago
Ashburn, United States National Guard Employment Network Full timeJob Description About this role Our Commercial Service has an opening for an experienced HVAC Commercial Service Manager for our Ashburn, VA location. This position has profit and loss responsibility for a multi-million dollar service branch and is responsible for growing the market share of the Commercial Service business. The Service Manager will lead...
-
Service Assistant
3 weeks ago
Ashburn, United States Cooper's Hawk Winery & Restaurant Full timeAs a member of the Coopers Hawk team, the Service Assistant plays an integral role in executing a positive experience for each Guest. They are the point person for all the work involved in staging the dining area, while also ensuring our Guests have what they need for a memorable dining experience. What Youll Get Incredible Discounts: 50% Dining and Carryout...
-
Service Assistant
4 weeks ago
Ashburn, United States Cooper's Hawk Winery & Restaurant Full timeAs a member of the Coopers Hawk team, the Service Assistant plays an integral role in executing a positive experience for each Guest. They are the point person for all the work involved in staging the dining area, while also ensuring our Guests have what they need for a memorable dining experience. What Youll Get Incredible Discounts: 50% Dining and Carryout...
-
Senior Consultant, IT GRC
4 weeks ago
Ashburn, United States Infinitive Full time*Candidates must be local to the Washington D.C. metro area. About Infinitive:Infinitive is a data and AI consultancy that enables its clients to modernize, monetize and operationalize their data to create lasting and substantial value. We possess deep industry and technology expertise to drive and sustain adoption of new capabilities. We match our people...
-
Relationship Manager
1 month ago
Ashburn, United States Fidelity TalentSource LLC Full timeJob Description:Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...
-
ashburn, United States Fidelity TalentSource LLC Full timeJob Description:Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...
-
Relationship Manager
6 days ago
ashburn, United States Fidelity TalentSource LLC Full timeJob Description:Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...
-
Relationship Manager
2 days ago
Ashburn, United States Fidelity TalentSource LLC Full timeDo you have the skills to fill this role Read the complete details below, and make your application today.Job Description:Relationship ManagerAs a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop...
-
ashburn, United States Fidelity TalentSource LLC Full timeJob Description:Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...
