Associate Financial Advisor / Relationship Manager

Bogart Wealth; McLean (VA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player in investment management is seeking an Associate Financial Advisor to support client relationships and business development. This role involves assisting in financial planning, investment strategies, and tax optimization while ensuring client satisfaction. The ideal candidate will have strong communication skills and a detail-oriented approach, thriving in a collaborative team environment. Join a friendly team that values growth and client success, where your contributions will make a significant impact in the financial services sector.

Benefits

Health Benefits

401(k) Plan

Bonus Program

Friendly Team Environment

Qualifications

• 3-5 years of experience in financial services.
• Strong written and verbal communication skills.
• Detail-oriented with excellent organizational skills.

Responsibilities

• Identify and manage the client onboarding process.
• Assist with client review schedules and document interactions.
• Monitor and report on client satisfaction.

Skills

Client Relationship Management

Financial Planning

Investment Strategy

Tax Optimization

Salesforce

Communication Skills

Organizational Skills

Research Skills

Education

Series 65 License

CFP Designation

Tools

Salesforce

Job description

Join to apply for the Associate Financial Advisor / Relationship Manager role at Bogart Wealth.

The Associate Financial Advisor supports the Financial Advisor in developing and maintaining client relationships. They act as a key contact for clients on non-administrative requests, assist in client meetings covering financial planning, investment strategy, tax optimization, and portfolio performance. The AFA communicates with team members to coordinate sales and service activities and contributes to business development to promote firm growth.

Responsibilities

1. Identify and manage the client onboarding process.
2. Assist with client review schedules.
3. Document interactions and provide timely updates to the team.
4. Execute the team service model.
5. Engage with the team to address client needs.
6. Attend client review meetings, assist in rediscovery conversations, and follow up in Salesforce.
7. Monitor and report on client satisfaction, managing escalations.

Qualifications

• 3-5 years of experience in financial services.
• Series 65 license.
• CFP designation or working towards it.
• Strong written and verbal communication skills.
• Detail-oriented with excellent organizational skills.
• Personable with the ability to connect with clients.
• Ability to collaborate and influence.
• Thorough knowledge of firm services.
• Research skills for client issues.
• Self-starter with a sense of urgency.

Benefits

• Competitive salary based on experience.
• Health benefits.
• Bonus program.
• 401(k) plan.
• Friendly team environment.

Additional Details

• Seniority level: Mid-Senior level.
• Employment type: Full-time.
• Job function: Finance and Sales.
• Industry: Investment Management.