Wealth Management Advisor
Job in
Fairfax, Fairfax County, Virginia, 22032, USA
Listed on 2026-06-18
Listing for:
MassMutual Atlantic
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
At Mass Mutual Atlantic, we work closely with individuals, families, and businesses to create tailored financial strategies. Based in Fairfax, VA, our experienced team of financial professionals provides customized financial solutions for clients in the Washington DC-Metro area. We are committed to our community through charitable organizations and meaningful civic events.
Role DescriptionThis is a full-time Wealth Management Advisor role based in Fairfax, VA. The Wealth Management Advisor will be responsible for financial planning, retirement planning, investments, finance, and wealth management services.
Qualifications- Financial Planning and Retirement Planning skills
- Investments and Finance expertise
- Wealth Management Services knowledge
- Professional certification such as CFP, CFA, or equivalent is a plus
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Experience in wealth management or financial advisory
- Bachelor's degree in Finance, Economics, or related field
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