Financial Advisor – Growth, Planning & Portfolio Mastery

Isabelismyagent; Fairfax (VA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Life Insurance

Bonus based on performance

Paid time off

Parental leave

Training & development

Supportive team environment

Strong growth potential

Job summary

A financial services agency in Fairfax, VA is looking for a Financial Services Representative to assist clients with financial planning and investment options. The position requires significant analytical and communication skills, alongside certifications such as SIE and Series 6, 63, and 65. Candidates will manage customer portfolios and ensure compliance with financial regulations. The role offers a base salary of $45,000 - $65,000 plus commission, in a supportive and growth-oriented environment.

Qualifications

• 3+ years of experience in financial services.
• Active SIE, Series 6, Series 63 and Series 65 required.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Tools

SIE

Series 6

Series 63

Series 65

Job description

A financial services agency in Fairfax, VA is looking for a Financial Services Representative to assist clients with financial planning and investment options. The position requires significant analytical and communication skills, alongside certifications such as SIE and Series 6, 63, and 65. Candidates will manage customer portfolios and ensure compliance with financial regulations. The role offers a base salary of $45,000 - $65,000 plus commission, in a supportive and growth-oriented environment.