Job Description for Financial Planner/Advisor

Position: Financial Planner/Advisor
Location: Reston, Virginia
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.