Retirement Wealth Advisor (Licensed) | Client-Focused

FIG Talent Solutions; Stafford (VA); On-site; USD 50,000 - 80,000; Full time

Job summary

A financial services firm is seeking a licensed Servicing Advisor in Stafford, VA, to conduct financial analyses and offer customized investment recommendations for clients. The ideal candidate will possess strong interpersonal skills and integrity while assisting with client relations and financial operations. This full-time role presents opportunities for professional growth in wealth management. The salary ranges from $50,000.00 to $80,000.00 depending on experience.

Qualifications

• Bachelor's degree is preferred.
• Knowledge of financial management concepts.
• Proficiency in mathematical calculations.

Responsibilities

• Prepare client files with financial planning information.
• Initiate B2B phone calls in support of transactions.
• Build rapport and provide hospitality to clients.
• Assist Senior Advisor in portfolio risk analysis.
• Participate in client meetings and presentations.

Skills

Interpersonal skills

Initiative

Integrity

Work ethic

Organizational skills

Verbal communication

Written communication

Social and emotional intelligence

Education

Bachelor’s degree in Finance, Accounting, Business or Economics

Series 65 or 66

Life and health insurance license

Job description

A financial services firm is seeking a licensed Servicing Advisor in Stafford, VA, to conduct financial analyses and offer customized investment recommendations for clients. The ideal candidate will possess strong interpersonal skills and integrity while assisting with client relations and financial operations. This full-time role presents opportunities for professional growth in wealth management. The salary ranges from $50,000.00 to $80,000.00 depending on experience.