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Licensed Financial Planner

Company: Clark & Associates, Inc. Financial Solutions
Location: Reston
Posted on: October 12, 2019

Job Description:

Growing Wealth Management office in Reston Virginia looking for a highly detailed client service associate. Job duties may include but are not limited to; answering phones, and speaking with clients in a warm, friendly and welcoming manner, data entry into CRM, learning new technology, filling out very important paperwork with detail and precision. Rapid room for advancement as we are growing.
Must possess high emotional IQ, and love working with people.
Financial service experience required. Fully licensed individual preferred, but not required. (Series, 7, 66 and life and health)
Background check required.
Days: Full timeCompensation: DOE
Please send a resume and cover letter.

Keywords: Clark & Associates, Inc. Financial Solutions, Reston , Licensed Financial Planner, Accounting, Auditing , Reston, Virginia

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