What are the responsibilities and job description for the Financial Advisor position at Avance Consulting?
Job Description
Job Description
Company Brief :
We are full-service financial planning firm established in March 2010, focused on building sound financial plans for all clients. We works closely with clients to create unique plans tailored to their goals, incorporating investments, insurance, and planning. The firm operates on a life-long relationship model, with a commitment to transparency and client-first approach.
Job Summary :
This is a full-time Financial Advisor role located in Fairfax County, VA. As a Financial Advisor you will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on-site and remotely via "web conference calls".
We are an independent advisory firm, this will allow the right driven person to join the team and be provided with the resources and framework for success. Because we work on a long-term relationship / client service focused model, if you are looking for an opportunity to build a permanent long-term home to continue to grow within and meet the qualifications below, please connect with us.
Qualifications
Financial Planning and Finance skills
Retirement Planning and Investments expertise
Experience in Financial Advisory
Certifications such as CFP, ChFC, or CFA are a plus
Excellent interpersonal and communication skills
Strong analytical and problem-solving abilities
Bachelor's degree in Finance, Accounting, Economics, or related field
Self Driven Personality.
