Financial Planner / Advisor

Job Description for Financial Planner / Advisor

Position : Financial Planner / Advisor

Location : Reston, Virginia

Firm : SC Advisors : a fee-based Wealth Management and Financial Planning firm with over $750 million in assets under management.

Job Summary :

We are seeking a dedicated and organized Planner / Advisor to join our fast growing Wealth Management and Financial Planning firm in Reston, Virginia. The position involves working directly with the firm's principal and his clients.

Responsibilities :

Assist principal financial advisor in planning and advisory functions for clients

Utilize advanced software for financial planning and account aggregation

Collaborating to enhance client experience

Serve as fiduciary advisor managing accounts according to our firm's strategies

Handle trading and account management

Take over client relationships for assigned accounts

Requirements :

At least 2 years working in a financial advisory environment

A passion for working with clients on their financial planning needs & account management

Comfort in using advanced financial planning and tax modeling software (training provided)

A desire for long-term income growth and professional development within the firm

Relevant certifications (Series 7,65 and or CFP) will be a plus

Compensation will be structured based on a combination of competitive salary and fees generated from accounts, in line with industry standards for investment advisory firms.