The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable learning how to create financial plans through training and cross-checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in finance or related field (preferred but not required)
- 2+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Financial Advisor in washington dc at Unknown Company
This position is listed as full time and onsite.