Licensed Financial Planning Associate

Are you an A player looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, Clark Financial, in Reston, VA is seeking to add an Licensed Financial Planning Associate to our Team!

This Licensed Financial Planning Associate ideal candidate will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. In addition this position will service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Traits:

Strong initiative

Positive attitude

Strong organizational skills

Excellent communication; written and verbal

Attention to detail and accuracy

Proactive management style and consistent follow-through

Minimum Requirements:

College degree preferred

2+ years of financial service experience required

Series 65 or equivalent to get registered as an IAR required

Life and Health licensing preferred, or required within 30 days of hire

Strong organizational, prioritization, interpersonal and management skills

Strong mathematical and analytical skills

Excellent communication skills; both verbal and written

Proficient with MS Office Suite. including 365 and teams

Experience with Redtail CRM preferred

Position Responsibilities:

Assist clients with annuities, life, long-term care, and managed money

Develop, manage, and retain strong client relationships

Assist main Advisors with meeting individual and team goals

Resolve any issues regarding new accounts, transfers, or amendments

Complete and process servicing requests

Maintain database programs

Prepare paperwork for new client accounts

Salary:

$50K-$95K

Benefits

401(k) - automatic 4% company contribution based on salary

Health, Dental, Vision, LTD, Life and AD&D

Continuing education stipend/reimbursements

Wellness Reimbursement

All Federal holidays

PTO

Hours:

Monday – Friday

8:00am-5:00pm

Some evenings required for client events