Financial Advisor

Ameriprise Financial Services, LLC•Reston, VA

About The Position

RBH Global Wealth Partners is a dynamic and growing Private Wealth Management Firm with offices in Reston Virginia, Washington DC, and Bethesda Maryland. We have been named by Forbes to their Best in State and Top Women Advisors ranking. The Financial Advisor plays a critical role in the firm, assisting in the streamlined operations and helping ensure that our clients have a positive experience. This position directly develops relationships with existing High Net Worth and multinational clients of the firm. This position location will be in Reston VA. Duties and Responsibilities: Financial Advisor can expect to focus their work in the following areas: · Client relationship management for clients, including ongoing and regular client contact and communications · Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance, and reporting · Comprehensive financial planning including coordination of asset management, estate planning, and risk management · Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management) · Client and team meetings, as required, special projects, as appropriate. · Periodic service as a member of the Investment Committee and Financial Planning Committee Qualifications: The Financial Advisor position requires the following qualifications: · Self-confidence, personal integrity, and an understanding of fiduciary responsibility · Need to have a minimum of 12-15 years of experience with advising clients using planning software to help clients reach their goals. This is a key component of the process. · Ability to multi-task, manage time effectively, and prioritize · A team player, with strong leadership skills · Desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibilities · Bachelor’s Degree from an accredited college or university (required), CFP a plus. The willingness to get the CFP designation is required. · Proficiency in Money Guide Pro, Microsoft Word, Excel, PowerPoint, and Outlook, as well as experience with financial planning, client relationship management (CRM), and portfolio management (PM) software · FINRA Series 7, 66 and VA Life and Health Insurance licenses · Excellent written and oral communication skills as well as good listening skills · Detail-oriented focus and a professional demeanor Salary and Benefits: Pay/benefits are competitive based on industry standards. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Requirements

Self-confidence, personal integrity, and an understanding of fiduciary responsibility
Need to have a minimum of 12-15 years of experience with advising clients using planning software to help clients reach their goals. This is a key component of the process.
Ability to multi-task, manage time effectively, and prioritize
A team player, with strong leadership skills
Desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibilities
Bachelor’s Degree from an accredited college or university (required), CFP a plus. The willingness to get the CFP designation is required.
Proficiency in Money Guide Pro, Microsoft Word, Excel, PowerPoint, and Outlook, as well as experience with financial planning, client relationship management (CRM), and portfolio management (PM) software
FINRA Series 7, 66 and VA Life and Health Insurance licenses
Excellent written and oral communication skills as well as good listening skills
Detail-oriented focus and a professional demeanor

Nice To Haves

CFP a plus

Responsibilities

Client relationship management for clients, including ongoing and regular client contact and communications
Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance, and reporting
Comprehensive financial planning including coordination of asset management, estate planning, and risk management
Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
Client and team meetings, as required, special projects, as appropriate.
Periodic service as a member of the Investment Committee and Financial Planning Committee