Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield)
Hybrid · Warrenton, Virginia, United States
Job Summary
Senior Financial Consultant with Wealth Management responsibilities including advising on investments, retirement, tax, and education planning; fiduciary duties under Reg BI; acquire and maintain client relationships; execute securities transactions for various client types; develop annual business plan to grow assets under management; build relationships with clients and prospects; service current accounts with market questions and portfolio reviews; perform investment research and portfolio analysis; incorporate new technology into practice management; monitor production and meet sales goals; represent the company in the community and coordinate with branch teams; educate branch staff and coordinate with other lines of business; adhere to policies and applicable laws; commission-based with potential incentive plan or profit sharing; location Warrenton, VA with hybrid remote options.
Required Qualifications
- Bachelor’s degree preferred
- Minimum of five years of experience in investment services industry
- FINRA registrations to include Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66) and State of Virginia life insurance and annuities licenses
- AWMA or CFP designations preferred
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