Financial Advisor

Prospectblue; Charlottesville (VA); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

ProspectBlue is partnering with a leading asset management firm to identify an Associate Financial Advisor to join its wealth management team in Charlottesville, VA. This role supports a successful advisor and focuses on client service, records, and day-to-day account management.

The ideal candidate has 3–5 years in wealth management, is pursuing Series 7/63 within 12 months, and is highly organized with strong communication skills. This is a full-time onsite position in Charlottesville, VA.

Formación

• 3–5 years of prior financial advisory or wealth management experience.
• Series 7 and Series 63 licenses required, or must be obtained within 12 months of hire date.
• Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
• Extremely well-organized, detail-oriented, and accurate, with the ability to multitask and meet deadlines.
• Strong verbal and written communication skills; professional demeanor and client service focus.
• Proficiency in Microsoft Outlook, Word, and Excel; comfortable learning firm systems.

Responsabilidades

• Support a wealth management team in serving clients and managing day-to-day needs.
• Maintain accurate client records, documentation, and account information.
• Assist with client communications, follow-up, and administrative activities.
• Work with internal systems and technology platforms that house client data.
• Ensure activities and documentation meet industry rules and regulations.
• Develop understanding of firm processes, systems, products, and client service practices.

Conocimientos

Financial advisory experience

Attention to detail

Excellent communication

Tech proficiency

Educación

Bachelor’s degree in Finance, Accounting, Economics, or related field

Herramientas

Microsoft Office

Descripción del empleo

Associate Financial Advisor – Charlottesville, VA

Employment Type: Full-Time, Onsite

Experience: Minimum of 3–5 years prior experience required

Licenses: Series 7 and Series 63 highly preferred. Must be obtained within 12 months of hire date.

About the Opportunity:

ProspectBlue is partnering with a leading asset management firm to identify an Associate Financial Advisor to join its growing wealth management team in Charlottesville, VA.

This is an excellent opportunity for a motivated financial professional who is looking to grow their career within a collaborative, client-focused wealth management environment. The ideal candidate will bring strong organizational skills, attention to detail, excellent communication abilities, and a commitment to delivering a high level of service.

A portable book of business is not required for employment consideration.

Key Responsibilities:

• Support a highly successful financial advisor’s wealth management team in serving their valued clients and managing day-to-day client needs.
• Maintain accurate client records, documentation, and account information.
• Assist with client communications, follow-up, and administrative activities.
• Work with internal systems and technology platforms that house customer and account data.
• Maintain organized records and perform basic bookkeeping-related tasks.
• Ensure activities and documentation are completed accurately and in accordance with applicable industry rules and regulations.
• Manage multiple priorities while consistently meeting deadlines and maintaining a high level of accuracy.
• Develop a strong understanding of firm processes, systems, products, and client service practices.

Qualifications:

• 3–5 years of prior financial advisory or wealth management experience required.
• Series 7 and Series 63 licenses are required, or must be obtained within 12 months of hire date.
• Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
• Extremely well-organized, detail-oriented, and accurate, with the ability to multitask and meet deadlines.
• Highly motivated with excellent verbal and written communication skills.
• Proficiency in Microsoft Outlook, Word, and Excel. Ability and willingness to learn and master computer programs and systems that house customer data.
• Ability to understand and adhere to industry rules, regulations, and compliance requirements.
• Professional demeanor with a strong commitment to client service and teamwork.
• Ability to work full-time onsite in Charlottesville, VA.

Why Join the Team?

This role offers the opportunity to join a successful wealth management team within a leading asset management organization, while building valuable experience in financial advising, client service, and wealth management operations. Candidates who are eager to develop professionally and contribute to a high-performing team are encouraged to apply.