Wealth Management Advisor

Job Description

We are seeking a Wealth Management Advisor to join our firm in Herndon, VA. This role is ideal for an experienced and highly skilled financial professional who excels in investment strategies, client portfolio management, and market trading. The right candidate will have a deep understanding of financial markets, demonstrate meticulous attention to detail, and thrive in high-pressure situations.

Compensation: Base $100,000k + DOE

Schedule: Mon – Fri, Standard Hours - hybrid flexible

Location: Herndon, VA

Wealth Management Advisor RESPONSIBILITIES:

Provide strategic financial planning and investment advice to clients.

Execute stock market trades with precision and efficiency.

Conduct in-depth financial analysis and market research to guide investment decisions.

Ensure compliance with all regulatory requirements and internal policies.

Develop and maintain strong relationships with clients, providing regular updates.

Work collaboratively with internal teams to enhance financial strategies and services.

Stay updated on industry trends, market fluctuations, and new investment opportunities.

Wealth Management Advisor QUALIFICATIONS:

Active Series 7 and 66 license (ACTIVE).

Experience in financial advising, investment management, or stock market trading.

Proven experience in executing stock market trades and managing investment portfolios.

Exceptional attention to detail to ensure accuracy in financial planning and transactions.

Ability to work under pressure and make sound investment decisions in a fast-paced environment.

Strong interpersonal and communication skills to build trust with clients.

Proficiency in financial software, trading platforms, and Microsoft Excel.

Must pass a background and drug screen as well as sign an NDA upon offer.

Wealth Management Advisor Benefits :

PTO/Sick Days

401K – Matching

Profit Sharing Plan after 1 year of employmentCompany Description

Our mission:

Consistently provide client experiences focused on what they value most.

At PrideStaff, it’s all about you. Whether you’re an entry-level worker or a senior executive, an HR Manager or a front line supervisor, our goal is to understand what matters to you – your goals, your priorities, your success. Our locally-owned offices seek to understand your needs and track results, measure feedback, and keep it personal. Everything we do is designed to serve you better, and our ten years of being recognized as among the top 1% in the industry tell us we are doing something right!

Full-time

Hybrid remote