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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 FinancialThrivent
Rockville, MD, United States
Job DescriptionJob Description Meaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commi
Job Source: ThriventPrudential 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 FinancialNew 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 CornerEdward 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 JonesEdward 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 JonesPence Financial Group
Alexandria, 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
Job Source: Pence Financial GroupFirst 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 CommandMcLean, 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 provide financial planning, investment advisory support, and facilitate business development initiatives.
Duties and Responsibilities
The Financial Advisor will be a team player and methodical business leader, working closely as a trusted advisor to serve the sophisticated needs of high-net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients, and facilitate them through our financial planning process. In addition, as a member of our client's planning team, the Financial Advisor will contribute to business development and marketing efforts.
Facilitate Business Development
Leverage local centers of influence to extend our client's referral network while continuously looking for opportunities to establish relationships with potential prospects, clients, and strategic partners
Participate in the design and execution of key marketing initiatives, which facilitates client involvement
Represent the organization externally by attending and/or presenting at client and alliance events
Provide a Superior Client Experience
Manage the relationship and client experience from the beginning of engagement throughout the initial planning process
Work with the planning team to develop financial strategies designed to meet the specific needs and concerns of the firm's entrepreneurial clients
Maintain a pulse on every client, staying a step ahead of their needs and exceeding their expectations
Own the organization's value proposition and its matriculation through the client experience
Lead the Best Advisory Process
Serve as an integral member of the organization's financial planning team, staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances, and team members
Provide daily support to the Financial Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clients
Coordinate client service needs with internal and external team members
Memorialize client meetings and providing support to the overall client experience
Understand the investment strategy of the organization
Direct and monitor workflows required to provide an exceptional client experience
Stay current on products, services and regulations that could impact the firm's clients
Requirements
Bachelor's degree in Business, Economics, Financial Planning, or other related fields
CFP designation is required
At least 8 years or more of advanced planning experience
Business development experience is required
Fundamental knowledge and hands on experience working with eMoney
Strong entrepreneurial spirit with a high level of persistence
Foundational knowledge of key financial, investment and risk management concepts
A passion to help clients achieve their goals
Excellent verbal and written communication skills, with a focus on relationship building and management with the team and clients
Excellent attention to detail and time management skills with a proven ability to meet deadlines
Excellent project management skills with ability to prioritize and track multiple tasks
Strong analytical and problem-solving skills
Empathy and great active listening skills
Benefits
Competitive compensation depending on experience
Health benefits (medical, dental, vision, etc.)
A bonus program
A 401(k) retirement plan with company match
A fun and friendly team of colleagues
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Email Alert for Financial Advisor jobs in McLean, VA, United States
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