Company Description

The client is a full-service retirement planning company located in Manassas, VA. We offer retirement and estate planning services to families in the area. The company's mission is to provide innovative financial strategies to improve the quality of life for families and businesses.

Role Description

This is a full-time on-site role for an Associate Financial Advisor. The Associate Financial Advisor will be responsible for financial planning, retirement planning, investment management, and providing financial advisory services to clients in Manassas, VA.

Required Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field

• Required Relevant certifications (CFP, CFA)

• Financial Planning

• Retirement Planning and Investments knowledge

• Experience in Financial Advisory

• Strong analytical and problem-solving skills

• Excellent communication and interpersonal skills

• Detail-oriented and organized