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March 18 2018

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Job Opportunity: Financial Advisor:

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Financial Advisor

Mason Investment Advisory Services, Inc.Reston, VA3/13/2018
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Job Description

located in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth individuals, Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, and institutional clients nationwide.

This is a unique opportunity to travel with and train under the most senior members of our team. Responsibilities include both servicing clients and business development. Attending client and prospect meetings would be a primary focus. Therefore, significant travel should be expected. Advisor would need to be located in DC Metro Area. Initial responsibilities would include shadowing and co-planning with existing Senior Financial Advisors. The function may evolve into a lead advisory function with a financial planning focus.

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Job Requirements

Minimum Requirements:
   » Advanced degree in business, accounting, law or finance
   » CFP or CPA designation
   » 5+ years' practice in RIA or brokerage firm environment
   » Current RIA and/or FINRA licensing
   » Commitment to acting in the clients best interest

Traits and expertise Desired:
   » Working expertise of investment, tax, retirement planning, and executive compensation concepts
   » Appreciation for academically located strategic asset allocation philosophy
   » capability to clearly articulate complex financial concepts to clients
   » capability to ask for and receive referrals from clients after demonstrating your value
   » availability and desire to collaborate with peers

Job Snapshot

Employment Type Full-Time
Job Type Finance, Consultant, Accounting
Education 4 Year Degree
practice 5 to 7 years
Manages Others Not Specified
Industry Banking - Financial Services, Accounting - Finance, Securities
Required Travel Up to 50%

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Company Overview

Mason Investment Advisory Services, Inc.

Contact Information

Reston, VARobin Pylypko


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Job Category: Customer Service [ View All Customer Service Jobs ]
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Company Type Employer
Post Date: 03/13/2018 / Viewed 7 times
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