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Financial Services Financial Advisor

Wealth Management Client Services Associate

Job in Fredericksburg, Stafford County, Virginia, 22403, USA
Listing for: Cary Street Partners
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Fredericksburg is seeking a Client Service Associate to provide support to Financial Advisors and handle client accounts. The role involves various administrative tasks, maintaining client files, and ensuring compliance with company standards. The ideal candidate has strong organizational skills and a Bachelor's degree, with a preference for candidates with financial services experience. This is a full-time, entry-level position based in the office.
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Position Requirements
10+ Years work experience
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