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Prudential Financial
Alexandria, VA, United States
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding
Job Source: Prudential FinancialPrudential Financial
Bethesda, MD, United States
Prudential Advisors is looking for an experienced financial professional in the DC Metro area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ab
Job Source: Prudential FinancialEdward Jones
Woodbridge
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll dev
Job Source: Edward JonesEdward Jones
Washington, DC, United States
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is ou
Job Source: Edward JonesNew York Life - Tyson's Corner
Washington, DC, United States
Job Description Job Description Are you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you! We're seeking a motivated individual with strong communication skills and a passion for developing long-term relationships. This position requires a sharp mind with the ability to d
Job Source: New York Life - Tyson's CornerCNI Consulting, Inc.
McLean, VA, United States
Job Description FINANCIAL ADVISOR Overview Our client is currently seeking an experienced Financial Advisor to join their growing team. The Financial Advisor will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. The Financial Advisor will work with additional team members to
Job Source: CNI Consulting, Inc.Edward Jones
Woodbridge, VA, United States
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll d
Job Source: Edward JonesFirst Command
Washington, DC, United States
4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helpingmilitary families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do: Di
Job Source: First CommandAlexandria, VA, United States
Pence Financial Group is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. As a Firm, the Pence family of companies is the recipient of numerous industry awards and recognition. Success thus far has resulted in managing $2+ Billion of client assets with big growth goals for the future! As a result, Pence Financial Group is looking to expand their team of advisors.
As an Financial Advisor on the Pence Financial Group team, your focus will be to provide the ultimate in client service resulting in retaining any firm clients that may be assigned and adding new clients to the firm. The best part is you won’t have to do this alone. You will have ongoing access to systems, training, mentorship, and an investment team that will enable you to confidently focus on your number one objective; acquiring and retaining clients. All investment portfolios are managed by our investment team so that you can concentrate on building the client relationship.
Please note this role is located on site in Alexandria, VA. Only candidates who are fully licensed (S7 & S66 or equivalent) and live in the immediate area will be considered.
Responsibilities
Build, expand, and manage client relationships
Assess clients’ needs and goals
Prepare and present financial analysis/plans to prospects and clients
Commit to a collaborative approach as you consistently act with integrity and professionalism
Expand and deepen your own knowledge base and practices in the financial field
Attend firm client events
Prepare/process back office paperwork as needed
Input and complete tasks in company provided CRM (SalesForce)
Understand/explain account and investment details, including performance, to clients
Requirements
3-years of experience as a client-facing advisor (or military equivalent)
Securities licensed: SIE, Series 7 & Series 66
State Life Insurance license (or ability to obtain within 90-days)
Clean compliance record
Customer Record Management (CRM) system experience (SalesForce preferred)
Experience communicating individually and/or to small groups in a professional manner
Experience in high touch customer service
Consultative sales experience
College degree
Desire to obtain a CFP Designation
Military experience a plus
To succeed in this job, you need to have:
A servant’s heart – always putting others first
Excellent written and verbal communication skills
Professional demeanor, punctuality and “earn it” work ethic
Relentless follow-up and strive for satisfaction
Outstanding organizational and time management skills
Ability to proactively assess situations and work/think independently
Prioritization skills, flexibility to handle last minute items with poise
Compensation: Base salary range: $60,000 - $90,000 + Bonuses + a comprehensive benefits package including 401(k), health insurance and more
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Email Alert for Financial Advisor jobs in Alexandria, VA, United States
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