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Hybrid Financial Planning Assistant: Advisors
Job in
Falls Church, Fairfax County, Virginia, 22042, USA
Listed on 2026-02-01
Listing for:
Wealth Enhancement
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial services firm located in Virginia is seeking a Financial Planning Assistant to organize client financial documentation and assist advisors with client service responsibilities. This hybrid position involves creating financial plans tailored to client needs and supporting various tasks in a fast-paced environment. The ideal candidate should have a Bachelor's degree in business or finance along with strong communication skills.
A comprehensive benefits package and a competitive salary range of $50,000 to $60,000 is offered.
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