north star resource groupHenrico, VA
Financial Advisor - Richmond, VA
Financial Advisor - Richmond, VA
Financial Advisor - Richmond, VA
north star resource groupHenrico, VA
4 days ago
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
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 clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsBachelor's degree in Finance or related field 5+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skills
Also on the board Same function, level within a rung
Level
Senior
Location
Henrico, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago