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Financial Advisor Associate (Part-Time)

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Location
McLean, VA
Job Type
Direct Hire
Date
Feb 13, 2018
Job ID
2566853
Wealth Management company in McLean, VA is looking for a Financial Advisor Associate to work on a part-time and flexible basis.  The ideal candidate will have or be in the process of obtaining a CFP or CFA designation.

Company: Wealth Management company

Location:  McLean, VA with some virtual work
 
Job Type: Direct Hire
 
Hours/Schedule:  30 hours/week 

Rate:  $35-$40/hour based on experience

Responsibilities:
  • Daily account monitoring & reporting
  • Manage investment account updates in portfolio management system (Tamarac) such as new security coding, new account client groupings and reviewing accuracy of asset transfers between accounts. (staged responsibilities with supervision)
  • Account support & interfacing with Schwab Institutional
  • Manage workflow assignments and respond to client inquiries
  • Performance tracking for index, no-load mutual funds and a subset of individual equities 
  • Investment monitoring/analysis
  • Trade entry, review & reconciliation
  • Investment repositioning for deposits and withdrawals
  • Appreciated charitable gift coordination and processing
  • Year-end investment tax analysis support
  • Investment Policy Statement preparation
  • Financial plan preparation in EMoney and discrete exercises for client meetings
  • Participation in meetings and follow-up notes
  • Semi-annual tax return outreach and review
Qualifications:
  • Bachelor’s degree
  • 3 to 5 years work experience in the financial services industry
  • CFP or CFA candidate or certification preferred
  • Series 65 preferred
  • Knowledge of different account types (such as individual, IRA, SEP, custodial, trusts, Section 529, other)
  • Experience in managing investment account functions
  • Portfolio management system experience
  • CRM system experience
  • Proficiency in Word, Excel, PowerPoint and Outlook
  • Ability to multi-task a high volume of critical client responsibilities and independent tasks
  • Acute attention to detail
  • Professional written and verbal communication skills