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Client Financial Advisor Jobs in Washington (NOW HIRING)

UNAVAILABLE

Financial Advisor

Bethesda, MD · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Reston, VA

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Washington, DC · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Washington, DC · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Washington, DC · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Ellicott City, MD · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Bethesda, MD

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Bethesda, MD · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Washington, DC · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Washington, DC · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

UNAVAILABLE

Financial Advisor

Fairfax, VA · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

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Client Financial Advisor information

What cities in Washington are hiring for Client Financial Advisor jobs?

Cities in Washington with the most Client Financial Advisor job openings:

Financial Advisor Assistant (Ashburn, VA)

Ashburn, VA

Humans Being Resources
See more jobs at Humans Being Resourcesexternal

$24 - $32/hr

Part-time

Posted 12 days ago

Job description

Financial Office Assistant
Financial Advisor Assistant
(Financial Services Firm)
 
Our client's Financial Services Firm located in the Ashburn, VA area is looking to add a key employee to the Team. They are seeking a professional, part-time, Financial Office Assistant / Financial Advisor Assistant who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills and has a "team player" mentality. This position offers part-time, hybrid (in-office / work-from-home) schedule of 20hrs-25hrs per week, with flexibility and work/life balance. If you want to join a team who is dedicated to their clients & staff, while maintaining a culture of success and achievement, this may be a good fit for you!
 
 
MINIMUM QUALIFICATIONS
  • 2+ years of Administrative / Office Support experience in a professional office environment
  • 2+ years of Customer Service experience in a professional office environment
  • Advanced Technology Skills and use of MS Office (Outlook, MS Word, Power Point, Excel, Etc.)
  • Video Meeting Application experience (Example: Webex, Zoom, MS Teams, Google Meet, etc.)
  • CRM / Office Software experience (Example: Wealthbox, Salesforce, Redtail, DocuSign, SmartOffice, Adobe, Etc.)
PREFERRED QUALIFICATIONS
  • 2+ years of Financial Services / Wealth Management experience is preferred
  • Degree / Certificate in Business Administration and/or a related field is a plus
  • SIE (Securities Industry Essentials) Certification is a plus
  • Active and/or expired FINRA Securities Licensing is a plus
  • Active Life, Health & Annuities License is a plus
 
ROLE DESCRIPTION
 
Prioritizing client needs and helping to create solutions is an important part of our client's culture. In providing excellent administrative support and client service as a Financial Office Assistant / Financial Advisor Assistant you will: 
  • Greet clients in-person, by phone, email, video call, etc., in a warm, friendly manner
  • Initiate and track paperwork and account transaction effectively (Example: new/existing account paperwork processing, transfers, contributions, distributions, payment processing, etc.)
  • Follow up on pending business, appointments or scheduled check-ins
  • Assist with the creation and communication of marketing emails/posts
  • Complete industry specific administrative tasks within established filing and paperwork timelines/deadlines
  • Update CRM System data to reflect most current and accurate information
  • Ensure inquiries and concerns are addressed and resolved
  • Provide both pre/post meeting support for the assigned financial advisor(s)
  • Assist in monitoring financial advisory team emails, calls, communications as needed
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Manage office supplies, operate office equipment (example: photocopiers), and perform other office operations administrative tasks as needed
  • Develop effective working relationships with the financial advisor(s), company staff, and vendors to ultimately provide effective, high-quality customer service

REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication
  • Exceptional customer service and client-centric mindset
  • Ability to prioritize projects and manage time
  • Self-directed initiative and follow through
  • Ability to thrive in a fast-paced office environment
  • Excellent organization & administrative support skills
  • Ability to adapt as situations or business demands change
  • Willingness and desire to be part of a team environment
  • High level of confidence, perseverance, and a desire to succeed
  • Attention to detail and ability to closely follow office processes & policies
  • Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION
  • $24hr-$32hr Base Compensation
    *Based Upon Experience, Licensing and/or Certifications*
  • Additional Bonuses/Incentives Available
  • Flexible Hybrid Schedule
  • Great Work/Life Balance
 
Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Office Assistant / Financial Advisor Assistant position in the Ashburn, VA area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!