Senior Financial Advisor: Client Retention & Wealth Strategy
Job in
Arlington, Arlington County, Virginia, 22201, USA
Listed on 2026-08-28
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×