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Financial Advisor

Client Experience Specialist - Wealth Management

Job in Alexandria, Fairfax County, Virginia, 22350, USA
Listing for: Baird
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Virginia is seeking a Client Specialist to deliver exceptional client service and support to Financial Advisors. Responsibilities include client onboarding, managing communications, and assisting with account operations. The ideal candidate has 2+ years of experience, is detail-oriented, and can manage multiple tasks efficiently. Must obtain relevant licenses within 18 months. Opportunities for professional growth and training are provided by the firm.
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