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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 FinancialPence 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 CommandPrudential 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 FinancialCNI 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.Unjoblist
Washington, DC, United States
Curated United Nations vacancies (not a UN Service) The vacancy is online since: 2024-06-19 Days online: 12 Total views: 4 Graphs are experimental and only reflect UN Job List data, 'Views' reflect the number of views of the original vacancy viewed fromt the UN Job List (graph capped at 20 views per day). Interest is estimated based on UN Job Li
Job Source: UnjoblistWHO - World Health Organization
Washington, DC, United States
Grade : P4 Contractual Arrangement : Fixed-term appointment Contract Duration (Years, Months, Days) : One year, first year probationary period. Post of limited duration. Job Posting Closing Date Closing Date : Jul 9, 2024, 9:59:00 PM Primary Location Primary Location : United States-Washington, D.C. Organization Schedule
Job Source: WHO - World Health OrganizationUnited Bank
Alexandria, VA, United States
Select how often (in days) to receive an alert: Create Alert Company: United Bank Job Description The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis o
Job Source: United BankBethesda, MD, United States
Job Description Job Description Title: Associate Financial Advisor
Salary: Commensurate with Skills
Employment Type: Full Time, in office
Required Experience: 5 + years
Position Description:
This position is for an Associate Financial Advisor (AFA) to manage an existing block of clients. There is no cold-calling or required revenue production. The AFA supports the Financial Advisor to further develop and enhance existing client relationships. The AFA will act as a key point of contact for clients on non-administrative requests. He or she will assist the Financial Advisor by attending client meetings and discussions covering financial planning, investment strategy, tax optimization, and portfolio performance. The AFA will communicate with team members to assist with the coordination of all sales and service activities, as well as assist with business development to promote firm growth.
Duties and Responsibilities (include but are not limited to):
• Identify and own the client onboarding process
• Assist with client investment and insurance service needs
• Client interaction, including virtual meetings, in-person meetings, and telephone contact
• Support business development and marketing efforts for the book of business
• Work alongside other team members during client case development
• Overall management of client’s accounts and orchestrating their financial future
• Document client interactions and provide team with time sensitive updates
• Monitor and report on client satisfaction and manage the resolution of client escalations
Qualifications for Ideal Candidate:
• Bachelor’s degree or Associate degree 3+ years’ experience in financial planning, investment management and insurance
• Series 7, 65 and 66
• Life and Health Insurance licenses
• Obtain and maintain CFP designation, preferred
• Excellent communication and interpersonal skills
• Strong organizational skills with particular attention to detail, ability to multitask
• Proficient in computer skills including Microsoft Office suite
• Positive attitude & professional appearance and demeanor
• Strong desire to grow and develop
Benefits and Compensation:
• Competitive compensation depending on experience
• Health, dental, vision insurance
• Life and disability insurance
• 401(k) retirement plan
Company Description We are a national boutique wealth management and financial planning firm headquartered in Bethesda, Maryland. We provide financial advisory and investment management services for executives, business owners, families, and individuals across the country. Company Description We are a national boutique wealth management and financial planning firm headquartered in Bethesda, Maryland. We provide financial advisory and investment management services for executives, business owners, families, and individuals across the country.
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Email Alert for Associate Financial Advisor jobs in Bethesda, MD, United States
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