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Associate Financial Advisor: Client & Impact
Job in
Winchester, Frederick County, Virginia, 22603, USA
Listed on 2026-06-06
Listing for:
Role, Inc.
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Role, Inc. in Winchester, Virginia is seeking an Associate Financial Advisor to develop client relationships and strategies to meet financial goals. Your role will involve assessing clients' needs and working with professional teams to provide comprehensive financial advice.
Qualifications include a High School Diploma, Series 7 and 66 licenses, and 3-5 years of relevant experience in the securities industry. Benefits include health coverage, a 401(k) plan, and opportunities for bonuses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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