Financial Advisor - Richmond, VA
north star resource groupHenrico, VA
Financial Advisor - Richmond, VA
L5
north star resource groupHenrico, VA3 days ago
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities:
Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy
Qualifications:
Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills
Apply now
Level
SeniorL5
Location
Henrico, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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