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Job Description for Financial Planner/Advisor

Position: Financial Planner/Advisor

Firm: SC Advisors: a fee-based Wealth Management and Financial Planning firm with over $750 million in assets under management.

Job Summary:

We are seeking a dedicated and organized Planner/Advisor to join our fast growing Wealth Management and Financial Planning firm in Reston, Virginia. The position involves working directly with the firm's principal and his clients.

Responsibilities:

+ Assist principal financial advisor in planning and advisory functions for clients

+ Utilize advanced software for financial planning and account aggregation

+ Collaborating to enhance client experience

+ Serve as fiduciary advisor managing accounts according to our firm's strategies

+ Handle trading and account management

+ Take over client relationships for assigned accounts

Requirements:

+ At least 2 years working in a financial advisory environment

+ A passion for working with clients on their financial planning needs & account management

+ Comfort in using advanced financial planning and tax modeling software (training provided)

+ A desire for long-term income growth and professional development within the firm

+ Relevant certifications (Series 7,65 and or CFP) will be a plus

Compensation will be structured based on a combination of competitive salary and fees generated from accounts, in line with industry standards for investment advisory firms.