massmutual atlanticFairfax Station, VA
Financial Advisor
Financial Advisor
Financial Advisor
massmutual atlanticFairfax Station, VA
2 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role →The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities:
Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy
Qualifications:
Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills
Also on the board Same function, level within a rung
Level
Senior
Location
Fairfax Station, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago