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Financial Advisor


CNI Consulting Inc.


Location

McLean, VA | United States


Job description

FINANCIAL ADVISOR

Overview

Our client is currently seeking an experienced Financial Advisor to join their growing team.

 

The Financial Advisor will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. The Financial Advisor will work with additional team members to provide financial planning, investment advisory support, and facilitate business development initiatives.

 

Duties and Responsibilities

The Financial Advisor will be a team player and methodical business leader, working closely as a trusted advisor to serve the sophisticated needs of high-net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients, and facilitate them through our financial planning process. In addition, as a member of our client’s planning team, the Financial Advisor will contribute to business development and marketing efforts.

 

Requirements

Benefits


Job tags

Full timeLocal area


Salary

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