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Ameriprise Financial Associate Financial Advisor in Reston, Virginia

19239BR

Job Description:

RBH Global Wealth Partners is a dynamic and growing Private Wealth Management Firm with offices in Reston Virginia, Washington DC, and Bethesda Maryland. We have been named by Forbes to their Best in State and Top Women Advisors ranking. The AFA plays a critical role in the firm, assisting in the streamlined operations and helping ensure that our clients have a positive experience. This position directly supports the Financial Advisors in servicing the firm’s High Net Worth and multinational clients. In addition, develops relationships with existing clients to service. This position location will be in Reston VA.

Job ID:

19239BR

Full-Time / Part-Time:

Full time

Line of Business:

Franchise

Posting Title:

Associate Financial Advisor

Responsibilities:

  • Associate Financial Advisors can expect to focus their work in the following areas:

  • Client relationship management for clients, including ongoing and regular client contact and communications

  • Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance, and reporting

  • Comprehensive financial planning including coordination of asset management, estate planning, and risk management

  • Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)

  • Client and team meetings, as required; special projects, as appropriate; backup for Paraplanner, as needed

  • Periodic service as a member of the Investment Committee and Financial Planning Committee

Recruiting Location:

Reston, Virginia

Required Qualifications:

  • The Associate Financial Advisor position requires the following qualifications-

  • Self-confidence, personal integrity, and an understanding of fiduciary responsibility

  • Ability to multi-task, manage time effectively, and prioritize

  • A team player, with strong leadership skills

  • Desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibilities

  • Bachelor’s Degree from an accredited college or university (required), CFP a plus

  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as experience with financial planning, client relationship management (CRM), and portfolio management (PM) software

  • FINRA Series 7, 66 and VA Life and Health Insurance licenses

  • Excellent written and oral communication skills as well as good listening skills

  • Detail-oriented focus and a professional demeanor

Salary and Benefits:

  • Pay/benefits are competitive based on industry standards. This position qualifies for the CFP Board Apprenticeship Pathway to certification (i.e. 2 years of experience).

Job Family Group:

Franchise

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