Top 676 Financial assistance advisor Jobs in Falls Church, Va

Client Administrative Manager
Steward Partners Global Advisory LLC —McLean, VA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
First Command Financial Services —Manassas, VA
- $143,000 - $358,000 a year
- Choose your own hours
- Background check
- Military
- Bachelor's degree
- Paid training
- 401(k)
Quick Apply
CPA Firm Accountant & Tax Advisor- Grow at Sullivan & Company CPAs
Sullivan & Company CPAs —Bethesda, MD
- $65,000 - $120,000 a year
- Full-time
- Office
- QuickBooks
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor | Career Changers Encouraged to Apply
Northwestern Mutual —Reston, VA
- $75,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Military
- Health savings account
- Health insurance
Quick Apply
Director of Student Services - Arlington Campus
Northeastern University —Arlington, VA
- $67,855 - $95,845 a year
- Weekends as needed
- Master's degree
- Analysis skills
- University
- Health insurance
- Dental insurance
Senior Human Resource Business Partner, Corporate
Appian Corporation —McLean, VA
- $100,000 - $200,000 a year
- 7 years
- Office
- Analysis skills
- Employee stock purchase plan
- Disability insurance
Quick Apply
Director HR Consulting
Hilton —McLean, VA
- Full-time
- Oracle
- Bachelor of Science
- Employment & labor law
- Paid parental leave
- Employee stock purchase plan
Junior Business Analyst
Kymber Consulting Group —Falls Church, VA
- Full-time
- Office
- 3 years
- Administrative experience
- Paid holidays
- Disability insurance
Special Assistant, Corporate and External Affairs Group
Clark Construction Group —McLean, VA
- $45,000 - $110,000 a year
- Extended hours
- 5 years
- English
- Office
- Commuter assistance
- Disability insurance
F&I Manager
Asbury —Arlington, VA
- $150,000 a year
- Full-time
- Background check
- Dealership
- Marketing
- Paid training
- Paid parental leave
Quick Apply
Principal HR Business Partner
Navy Federal Credit Union —Vienna, VA
- $128,300 - $187,500 a year
- Online Application
- Office
- Finance
- Bachelor's degree
14d
Human Resources Generalist
ARServices —Alexandria, VA
- $79,625 - $116,375 a year
- Full-time
- Office
- Bachelor's degree
- Business Administration
- Paid holidays
- Disability insurance
Quick Apply
Office Coordinator
Exterior Medics —Springfield, VA
- $27 - $35 an hour
- Full-time
- 18 years or older
- Spanish
- Microsoft Excel
- Paid parental leave
- Paid holidays
Quick Apply
1d
Director, Leadership & Change Communications
BAE Systems Inc. —Falls Church, VA
- $138,267 - $235,053 a year
- Full-time
- Hybrid work
- Marketing
- Writing skills
- Master's degree
- Health savings account
- Paid holidays
8d
Manager, Fashion Expertise, Tysons Galleria
Chanel —McLean, VA
- $92,400 - $120,000 a year
- Weekends as needed
- Ability to walk for extended periods
- 5 years
- Mid-level
- Health savings account
- AD&D insurance
Human Resources Assistant
Akin —Washington, DC
- $60,000 a year
- Extended hours
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Bachelor's degree
- Health insurance
- 401(k)
Internal Communications Lead Associate
Fannie Mae —Washington, DC
- $109,000 - $142,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Program Coordinator, Capital Pathways
George Mason University —Fairfax, VA
- $50,000 - $55,000 a year
- Online Application
- Bilingual
- Microsoft Excel
- Microsoft Outlook
9d
Head of Internal Communication and Change Management
WTW —Arlington, VA
- $200,000 - $250,000 a year
- Full-time
- Fair chance
- Senior level
- Leadership
- Paid jury duty
- Health savings account
8d
Finance Leadership Development Program - P&S FLDP
BAE Systems Inc. —Falls Church, VA
- $53,680 - $91,300 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Accounting
- Health savings account
- Paid holidays
4d

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Client Administrative Manager

Steward Partners Global Advisory LLC -
McLean, VA

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Employee relationship building
Administrative experience
Bachelor's degree
Calendar management
Organizational skills
Financial services

Full Job Description

COMPANY OVERVIEW:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

SKILLS, EXPERIENCE & QUALIFICATIONS:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Reports To:

Market Business Director

Location: In office 5 days a week

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial assistance advisor jobs in falls church, va

Client Administrative Manager

Financial Advisor

CPA Firm Accountant & Tax Advisor- Grow at Sullivan & Company CPAs

Financial Advisor | Career Changers Encouraged to Apply

Director of Student Services - Arlington Campus

Senior Human Resource Business Partner, Corporate

Director HR Consulting

Junior Business Analyst

Special Assistant, Corporate and External Affairs Group

F&I Manager

Principal HR Business Partner

Human Resources Generalist

Office Coordinator

Director, Leadership & Change Communications

Manager, Fashion Expertise, Tysons Galleria

Human Resources Assistant

Internal Communications Lead Associate

Program Coordinator, Capital Pathways

Head of Internal Communication and Change Management

Finance Leadership Development Program - P&S FLDP

I want to receive the latest job alert for financial assistance advisor in falls church, va

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