Registered Account Executive

  • Location
    Washington, District Of Columbia
  • Category:
    Financial Services - Financial Sales
  • Job Type:
    Direct Hire
  • Job reference:
    US_EN_8_848857_2818884

Registered Account Executive – Financial Services

We are working on an exciting opportunity to work alongside a Financial Advisor recognized as one of the leading advisors in the industry. Working with this Advisor and team, you will get to learn from the best!  As a registered Account executive, you will help manage and deepen client relationships.  In this role you will need to bring your attention to detail, your knowledge of investments and your ability to take ownership of the investment process from helping prepare for the initial client meetings, to execution of the financial plans.  You will be the right-hand person to this top advisor on the investment side. 

Required Qualifications

  • Bachelor’s Degree and 3- 5 years of relevant work experience in financial services
  • Series 7, 63/65 or 66 and a life insurance license (or become life licensed in 6 months).
  • CFP or other similar financial industry-related designation preferred.
  • Strong oral and written communication skills.
  • Detail oriented. 
  • Ability to manage their own time to support the overall goals of the team.
  • Ability to work in a fast-paced, deadline-oriented environment.
  • Experience with a CRM and/or Financial Planning software
  •  

    Responsibilities Include

  • Help develop new client relationships and identify investment and other needs
  • Coordinate the delivery of investment, fiduciary and lending solutions to include - retirement and estate planning, funding for college, and general investment options
  • Assists the FA/FA Team to implement a defined asset allocation and investment strategy.
  • Offer investment ideas and advice beyond investments based on firm resources, team guidelines and asset allocation strategies tailored to risk profiles and investment objectives.
  • Implement a client service strategy within the FA /FA Team’s guidelines to ensure high quality client service.
  • Keep current on market conditions, firm research and available investment products and strategies.
  • If you would like to learn more about this an other opportunities we are working on submit your resume here AND email directly to emma.beck@parkerlynch.com for immediate consideration.

    Equal Opportunity Employer/Veterans/Disabled

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.parkerlynch.com/candidate-privacy/

    The Company will consider qualified applicants with arrest and conviction records

     



    Equal Opportunity Employer/Veterans/Disabled

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please

    The Company will consider qualified applicants with arrest and conviction records