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Associate Advisor

Location : McLean, VA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 2+ years of experience
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 :

B.A. or B.S. degree from an accredited CFP Board registered financial planning program, preferred. 2+ years of experience. CFP® certification and Series 65 or attainment of both within reasonable time frame. Strong financial and analytical skills. Excellent verbal and written communication skills. Ability to identify, meet, and follow through with client needs and requirements. Must be a self-starter, problem solver, and goal-oriented team player. Organized, with a strong attention to detail.

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