We are seeking both experienced Advisors, career changers, and new Advisors to join our growing practice. We are a newly formed DBA seeking Advisors that can help us continue the momentum we have created over the past few years.
You will be joining a team that will collaborate to bring the best experience to clients, but also to improve your working quality of life as an advisor. Paperwork and business processing administrative tasks can be completed by our staff. Training on software, financial planning, etc. is provided in-house and through our Broker/Dealer.
We can serve clients in a few areas:
- Fee based Financial Planning
- Investment Management
- Insurances and/or Annuities
- Company 401(k)s
- Pathways- Broker/Dealer sponsored Financial Literacy Seminars/Webinars to Companies and Associations of your choice
We are a hybrid/remote practice. Daily office attendance is not required.
Responsibilities
- Client Relationship Management: Build and maintain strong relationships with clients by understanding their financial objectives, risk tolerance, and long-term goals. Regularly communicate and meet with clients to review their financial situations and adjust strategies as needed.
- Financial Analysis: Conduct comprehensive financial analyses, including assessing clients' current financial status, analyzing investment portfolios, and evaluating risk profiles. Use this information to develop tailored financial plans that align with clients' objectives.
- Investment Strategies: Develop customized investment strategies based on clients' individual goals and risk preferences. Provide recommendations on asset allocation, investment selection, and diversification to optimize clients' portfolios for long-term growth.
- Retirement Planning: Assist clients in planning for retirement by evaluating potential income sources, estimating retirement expenses, and recommending strategies to ensure a comfortable retirement lifestyle.
- Estate and Tax Planning: Collaborate with clients and legal professionals to develop effective estate planning strategies that minimize tax liabilities and ensure the smooth transfer of wealth to beneficiaries.
- Insurance Guidance: Analyze clients' insurance coverage needs, including life, health, and long-term care insurance. Make recommendations to mitigate risks and protect clients' financial well-being.
- Market Research: Stay current with financial market trends, economic indicators, and regulatory changes. Provide clients with informed insights and advice based on the current market environment.
- Compliance and Ethics: Adhere to all industry regulations and ethical standards, ensuring that clients' best interests are prioritized at all times.
Compensation
Experienced Advisors: we will provide a compensation package, based on a few metrics, as you make the transition.
Company Pension
401(k) Match
Healthcare, Dental, Vision
Employee Discounts
Job Type: Full-time
Pay: $80,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Referral program
- Retirement plan
- Vision insurance
Physical Setting:
Schedule:
Supplemental Pay:
- Bonus opportunities
- Commission pay
- Signing bonus
Experience:
- Financial planning: 1 year (Preferred)
License/Certification:
- FINRA License (Preferred)
Job Type: Full-time
Pay: Up to $9,999,999.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Referral program
- Retirement plan
- Vision insurance
Ability to Commute:
- Reston, VA 20190 (Preferred)
Ability to Relocate:
- Reston, VA 20190: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Reston, VA 20190
