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    Associate Wealth Advisor

    Veritas Financial
    Tysons Corner, VA 22182
    Full-time, Part-time
    Similar jobs pay $25.37 - $58.25
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    Job Description

    Job Description

     

    Description:

    Tysons Corner, Virginia-based wealth management firm is seeking an experienced financial advisor to serve as an Associate Wealth Advisor.  The Associate Wealth Advisor is an integral part of the organization.  Responsibilities include collaborating with senior advisor to provide comprehensive financial planning advice to existing clients, implementing and managing planning recommendations, cultivating new opportunities and delivering exceptional customer service.  Additionally, the Associate Wealth Advisor may have the opportunity to develop their own client relationships and center of influence opportunities, leveraging our infrastructure and brand, if desired.  We are not seeking someone to prospect for new clients.  We have plenty of clients and simply want to ensure that we are doing impeccable planning and providing an exceptional experience for all of our current and future clients. 

     

    Responsibilities & Activities:

    • Develops and delivers comprehensive financial planning services to the firm’s new and existing clients
    • Client asset management, including coordination of financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management).
    • Follows segmented client service model to service all clients
      • Regularly-Scheduled Check-In Calls
      • Schedule and Coordinate Review Meetings
      • Create Extraordinary Client Experience
    • Confirms all upcoming client appointments & prepares review meeting material
    • Coordinates Center of Influence marketing programs to CPAs, attorneys, etc. 
    • Delivers concierge services to existing clients, including coordinating cards, gifts and random acts of kindness
    • Identifies opportunities for additional business and referrals from existing clients
    • Coordinates client service paperwork for existing clients with administrative team
    • Updates Salesforce CRM with client details and workflows
    • Develops and maintains written systems of all activities

     

    Knowledge, Skills & Abilities:

    • Requires:
      • 5+ Years of Industry Experience
      • FINRA Series 7, 63 and 65 (or 66), and State Life & Health Licenses
      • Extreme attention to detail, excellent organizational and time management skills
      • Excellent attitude and an extraordinary client service orientation
      • A genuine interest in serving and caring for other people
      • A burning desire to succeed
      • An ability to handle multiple tasks, handle stress, and operate on tight deadlines
      • A creative mind
      • Ability to work independently while also serving as part of a team
    • Helpful:
      • CFP® Certification
      • Existing Book of Business
    Posting ID: 562883734Posted: 2021-01-21