Associate Investment Consultant/ Financial Planner
Posted 7 days ago
Associate Investment Consultant/ Financial Planner
Lynx Investment Advisory, LLC - District of Columbia (Washington, DC)
Responsibilities: • In collaboration with a senior consultant and with the support of the research team, meet with clients to determine their financial objectives and risk tolerance; • Create financial plans for clients utilizing eMoney software; • In collaboration with a senior consultant, provide ongoing guidance to clients on investments and the financial strategies that will help meet their goals; • Light operations and administrative work; • Travel may be required.
Required Qualifications:
• Strong understanding of financial planning strategies and investment management; • Excellent analytical skills and attention to detail; • Exceptional Customer Service skills to build and maintain strong client relationships • Bachelor’s degree in finance, economics, or a related field; • CFP® designation or demonstrated progress toward CFP® designation; • Must reside in Washington, DC metropolitan area
Preferred Qualifications:
• 2+ years of experience as a financial planner is preferred; • Experience using eMoney software is preferred; • A series 65 qualification is necessary, but, if not already possessed, can be taken after employment;