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Financial Advisor - Manassas, VA

Advisor Talent Solutions
  • Manassas, Virginia
    30+ days ago

    Job Description

    Position: Financial Advisor
    Firm: Legacy Wealth Management
    Location: Manassas, VA
     
    Overview:
     
    At Legacy Wealth Management, located in Manassas, VA, we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is pivotal in supporting our Lead Advisor and ensuring a seamless experience for our clients.
     
    In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations. At Legacy Wealth Management, our core values guide everything we do:
     
    • Accountability – Say what you'll do and do what you say.
    • Integrity – Living with a clear conscience.
    • Adaptability – Growth– rooted in humility.
     
    If you share these values and are passionate about making a positive impact in the lives of our clients, we invite you to apply and become a key part of our team.
     
     
    What you’ll do:
    • Conduct annual reviews of client accounts and maintain detailed client files
    • Manage daily client communications to ensure timely and effective service
    • Perform financial analyses, develop financial plans, and provide customized investment recommendations under the guidance of the Lead Advisor
    • Deepen client relationships and engage with both prospects and clients transitioning from the Lead Advisor
    • Perform portfolio risk assessments and offer investment advice based on comprehensive research
    • Monitor and resolve service issues to ensure a high-quality client experience
    • Accurately document all client interactions in the firm’s CRM system (Salesforce)
    • Lead client meetings from start to finish and guide clients through proposed portfolio changes
    • Ensure adherence to SEC and state licensing requirements
     
    What We’re Looking For:
    • 5+ years’ experience in financial advisory or combined advisory and operations roles
    • Series 65 or 66 license
    • VA Life and Health License or willingness to obtain within 90 days 
    • Previous experience in processing confidential, detailed paperwork
    • Proficient with MS Office Suite (Excel, Word, & PowerPoint)
    • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
    • Excellent communication; written and verbal
    • Exhibits meticulous attention to detail and a commitment to accuracy
    • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
    • Self-starter who takes initiative and works well independently
    • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
     
    Bonus Points:
    • CFP or License to sell securities
     
    What You’ll Get:
     
    Pay & Perks:
    • Base salary: $110,000/year (non-CFP) or $145,000/year (CFP licensed) + bonus potential
    • 401(k) with matching
    • Dental insurance
    • Health insurance
    • Vision insurance
    • Paid time off
     
    Schedule:
    • In office: Monday – Thursday, 8am-5pm and Friday’s, 8am-12:30pm (or after last client meeting)
    • Some evenings required for client events
     
     
     
    Presented by Advisor Talent Solutions
     
    Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
     
    Learn more about our approach and services at advisortalentsolutions.com

    Numbers & Facts

    LocationManassas, Virginia
    Websitehttps://advisortalentsolutions.com/careers/

    Skills

    • Certified Financial Planner (CFP)unmatched
    • Communication Skillsunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Dental Insuranceunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Establish Prioritiesunmatched
    • File Maintenanceunmatched
    • Financial Analysisunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Investment Servicesunmatched
    • Licensingunmatched
    • Maintain Complianceunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Operationsunmatched
    • Organizational Skillsunmatched
    • Portfolio Analysisunmatched
    • Problem Solving Skillsunmatched
    • Risk Analysisunmatched
    • Sales Managementunmatched
    • Salesforce.comunmatched
    • Securities Salesunmatched
    • Securities and Exchange Commission (SEC)unmatched
    • Series 65unmatched
    • Service Deliveryunmatched
    • Time Managementunmatched
    • Wealth Managementunmatched

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