Financial Advisor - Richmond, VA
north star resource groupHenrico, VA
Financial Advisor - Richmond, VA
north star resource groupHenrico, VA
4 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 IntermediationAbout the role
The 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 clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsBachelor's degree in Finance or related field 5+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skills
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JOB OVERVIEW
Experience level
Senior
Location
Henrico, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
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