Senior Financial Advisor: Client Retention & Wealth Strategy
Retirement Resource Center, LLC.
Homestead Advisers Corporation in Arlington, VA seeks a Senior Financial Advisor to retain Homestead Funds shareholders and attract new investors through virtual and in-person presentations. You will conduct portfolio reviews and tailor asset allocation strategies to each shareholder’s needs. The position requires six+ years in mutual funds, four+ years in a senior client-facing role, and knowledge of IRS guidelines. Travel up to 10% and ongoing FINRA/SEC education are expected. #J-18808-Ljbffr Retirement Resource Center, LLC.
Vacancy posted 1 day ago
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