Financial Advisor
ameriprise
Reston, VA
RBH Global Wealth Partners is a dynamic and growing Private Wealth Management Firm with offices in Reston Virginia, Washington DC, and Bethesda Maryland. We have been named by Forbes to their Best in State and Top Women Advisors ranking. The Financial Advisor plays a critical role in the firm, assisting in the streamlined operations and helping ensure that our clients have a positive experience. This position directly develops relationships with existing High Net Worth and multinational clients of the firm. This position location will be in Reston VA.
Duties and Responsibilities:
Financial Advisor can expect to focus their work in the following areas:
• Client relationship management for clients, including ongoing and regular client contact and communications
• Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance, and reporting
• Comprehensive financial planning including coordination of asset management, estate planning, and risk management
• Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
• Client and team meetings, as required, special projects, as appropriate.
• Periodic service as a member of the Investment Committee and Financial Planning Committee
Qualifications:
The Financial Advisor position requires the following qualifications:
• Self-confidence, personal integrity, and an understanding of fiduciary responsibility
• Need to have a minimum of 12-15 years of experience with advising clients using planning software to help clients reach their goals. This is a key component of the process.
• Ability to multi-task, manage time effectively, and prioritize
• A team player, with strong leadership skills
• Desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibilities
• Bachelor’s Degree from an accredited college or university (required), CFP a plus. The willingness to get the CFP designation is required.
• Proficiency in Money Guide Pro, Microsoft Word, Excel, PowerPoint, and Outlook, as well as experience with financial planning, client relationship management (CRM), and portfolio management (PM) software
• FINRA Series 7, 66 and VA Life and Health Insurance licenses
• Excellent written and oral communication skills as well as good listening skills
• Detail-oriented focus and a professional demeanor
About the Company
ameriprise
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
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Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
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Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
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Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.