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Associate Financial Advisor

Hamdan Resources
Vienna, VA Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 4/21/2025

Our Client is actively seeking a motivated Associate Financial Advisor to support senior advisors, enhance client relationships, and deliver tailored wealth management solutions. This role offers professional growth, collaboration, and the chance to make a meaningful impact on clients' lives.

Key Responsibilities :

  • Asset Management
  • Assist with developing and managing financial plans using tools like eMoney.
  • Handle account paperwork, ensure compliance, and support portfolio management.
  • Collaborate with team members to deliver seamless client service.

Skills & Qualifications :

  • CFP certification or progress preferred; FINRA Series 7, series 66 and insurance licenses required (or willingness to obtain).
  • 3 to 5 years of experience in financial services or wealth management.
  • Proficiency in financial planning tools and strong communication skills.
  • Benefits :

  • Competitive salary with bonuses, PTO, 401(k) with match, and health benefits.
  • Professional development opportunities and flexible work options.
  • Collaborative, growth-oriented culture.
  • Hamdan Resources, LLC is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity / Affirmative Action Employer (EEO / AA), making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. U.S. Citizenship and / or authorization to work within the U.S.is required for most positions.

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