Investment Consultant - Tysons Corner, VA

About the role

Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

Requirements

• Bachelor’s degree or equivalent work-related experience
• Valid and active Series 7 license (required)
• Valid and active Series 66 (63/65) license (required; may be obtained within a 120-day condition of employment)
• Valid and active Life and Health Insurance license (required; may be obtained within a 120-day condition of employment)
• Certified Financial Planner (CFP) certification (preferred)
• Minimum of two years of experience in the financial services industry (required)
• Financial business development experience (highly preferred)
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience
• Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

Benefits

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance