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Wealth Advisor Support Analyst

Job in Vienna, Fairfax County, Virginia, 22184, USA
Listing for: United Bank
Full Time position
Listed on 2025-12-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
  • Business
    Financial Advisor
Job Description & How to Apply Below
A financial institution is seeking an Associate Wealth Advisor to support Wealth Advisors in managing client relationships and account administration. Responsibilities include conducting data analysis, participating in business development efforts, and assisting with onboarding new clients. The ideal candidate holds a Bachelor's degree and has two years of experience in banking or wealth management. Proficiency in Microsoft Office is required, along with strong communication and organizational skills.

This position offers an opportunity to grow within a professional team environment.
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