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Associate Advisor

Location : Tysons Corner, VA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 3-5 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :


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Required Qualifications :

Bachelor’s degree. 3-5 years of experience in financial planning. Certified Financial Planner. Must be detail oriented, professional, hard-working, and structured, with a high degree of follow-through. Should be a self-starter, ambitious and love assisting clients. Strong analytical skills and computer skills including advanced proficiency with Excel, Word and PowerPoint.  Also, must be comfortable using new software programs, introducing new ideas and talking to high net worth clients.


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