financial advisor.

- Support second chair duties in client meetings to learn the business, with ability to contribute to the conversation
- Work directly with Tier 1 and Tier 2 clients
- Coordinate with senior leaders in any development and preparation for client visits and developing plans
- Support in financial plans, recommendations, and solutions for the client's best interest
- Communicate effectively with clients to understand their needs and goals before providing a potential solution
- Client and Advisory Engagement
- Focused support and second chair duties in client meetings with an eventual ability to
add value to the conversation while gathering data and action items for follow-up.
- Coordinates with Senior and Lead Advisors in the development and preparation of
clients? financial plans, developing recommendations and solutions in the best interest
of the client and ensuring those plans are executed.
- Communicating with clients by understanding the needs, objectives, goals, concerns
and translating these into an actionable and disciplined plan.
- Coordinating with clients other advisors (attorney, CPA, etc.) and other external
sources to carry out the goals of client service.
- Provide client follow-up and engagement with client both pre and post meeting, as
well as other needs and communications as they arise.
- Development knowledge in financial planning and investment management
- Proficient in Microsoft 360, Redtail, and common financial planning and investment
management applications, such as, eMoney, Tamarac, and Riskalyze is preferred, but
not required.
- Excellent communication skills (verbal, written, empathy and listening)
- Demonstrates personal integrity, honesty and can deal with confidential information
daily.
- Ability to deal with stress in an ever-changing investment market and financial services
- Excellent time management and strong organizational skills, and ability to prioritize
multiple tasks and anticipate potential problems.

Working hours: 8:00 AM - 5:00 PM

Skills:
- Leadership experience a plus
- Certified Planner
- Experience working with various custodial platforms (TD, Fidelity, Schwab, etc.) preferred
- Retirement & 401K planning

Education:
Bachelors

Experience:
1-4 years

Qualifications:
- Must have related experience to be considered for the role.
- Bachelors degree in Finance, Business, or related field with pursuit and ability to sit for CFP exam within 2 years
- Series 66 and Series 7, or the ability to sit for exam within 6 months
- Experience in Retirement Planning and 401K management
- 3+ year experience working for a financial organization
- Exceptional communication skills and bedside manner
- Able to identify a need and sell services to resolve that need
- Proficient working knowledge in all Microsoft Office programs


Give Spherion a call TODAY at 301-694-7700 or apply directly below!

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).