Do you want to make an indelible mark on someone's life by providing sound and wise financial advice? Do you thrive on helping people make good decisions regarding their financial future?
If so, you may be the perfect addition to our practice.
We are searching for an Associate Wealth Advisor. Our ideal candidate is an experienced financial services professional who enjoys a fast-paced environment and is adept at serving our unique, high-relationship clientele in support of our firm's vision and central mission. This position is practice-wide in its scope and focus. You will be responsible for managing and caretaking an existing group of advisor-based client relationships as well as onboarding new clients using our highly successful process. In this very hands-on role, you must be fully dedicated, professional in appearance and mannerisms, genuinely caring, able to supervise / train support staff and have a willingness to serve as a contributing key team member.
Required knowledge, skills and abilities include a strong work ethic, client service orientation, superior attention to detail, excellent multi-tasking abilities and work-flow habits, outstanding time management skills, flexibility, adaptability and the ability to receive and give delegation while coordinating with others to meet business deadlines. A high level of competency using Microsoft software, comfort in learning / employing new technology, excellent communication (phone etiquette, verbal and written) skills and the ability to think fast and drive to solutions are required.
A minimum of 3 years experience in the financial services industry is expected. A college degree, FINRA s7, s66 and Virginia L/H as well as a clean compliance record are requirements for this position. Certifications are a plus.
Additional Salary Information: This is a full-time salaried position (DOE and caliber) with bonus opportunities (base salary is listed above). 401k with immediate vesting and group health, dental and vision insurance available. Clarion is an equal opportunity employer.
About Clarion Wealth Management Partners
Clarion Wealth Management Partners is an independent financial advisory firm located in the Northern Virginia serving more than 300 families locally and across the country. We specialized in and are dedicated to providing financial services a maturing population of clients, helping them preserve, protect and grow wealth as they enter into or sustain their retirement. We are partnered with Commonwealth Financial Network, one of the leading independent broker-dealers in the nation.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.