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Job Order:
0719-001-511

Job Type:
Permanent

Title:
Financial Advisor

Location:
Southern Maryland / Washington D.C. area

Description:
Summary/Responsibilities:
Established fee only money management firm seeks an experienced advisor who is interested in joining a growing company. This person must be willing to take on some firm-wide tasks, and understand their desire to use standardized procedures to keep the flow of work efficient and consistent. The firm works with high net worth clients and has a very structured way of investing client assets in a select group of no load mutual funds, ETFs and individual bonds.
Work with existing and/or new clients
Assist clients with issues related to their investment and financial needs
Work with Investment Committee to provide input on the economy and financial markets
Keep detailed notes of client issues in their contact management program (Junxure)
Contact/meet with prospective clients who have expressed an interest in the company’s services
Network with referral sources and clients to bring new clients into the firm

Requirements:
Bachelor’s degree
Certified Financial Planner and in the field as a Financial Advisor for 5+ years
A clean U4
Willingness to market and bring in 3-4 new clients each year
Experience with Junxure, Portfolio Center or Tamarac software is a plus, but not required
Excellent verbal and written communication skills



Category:
Asset Management // Broker Dealer

Contact:
matt@bcius.com