MillerMusmar CPAs
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.
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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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.
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.
#J-18808-Ljbffr