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Financial Services Financial Consultant Financial Advisor Financial Sales

Client-Focused Wealth Advisor Associate

Job in Fredericksburg, Stafford County, Virginia, 22403, USA
Listing for: Cary Street Partners
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Fredericksburg, VA, is seeking an Associate Financial Advisor. This role involves supporting Financial Advisors in managing client relationships, preparing financial plans, and ensuring compliance. Ideal candidates should have three or more years in financial services, excellent communication skills, and proficiency in Microsoft Office. The position requires relevant licenses, strong integrity, and a collaborative spirit. This is a chance to further your career in a supportive environment with opportunities for growth.
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Position Requirements
10+ Years work experience
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