What are the responsibilities and job description for the Financial Advisor position at Fanning Personnel?
Financial Advisor
A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.
The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of servicing their own book of business.
The Associate/Financial Advisor must have 10-20MM portable assets and will be given the opportunity to me mentored by an experienced, passionate and knowledgeable Advisor.
- Monitor clients financial situations
- Develop and maintain financial planning solutions
- Perform research on client databases and financial plans
- Create details portfolio reviews, security analysis and present at client meetings
5 years of experience as an Financial Advisor
Series 7 and 66 or 63/65
BA degree
Experience with Financial Planning Software
