Bank of Clarke · 13 hours ago
Licensed Advisory Assistant
Winchester, VA
Full-time
Onsite
New Grad, Entry LevelBank of Clarke is a financial institution seeking a Licensed Advisory Assistant to support Senior Advisors and manage a large client base. This role focuses on client service, account maintenance, and operational support, with opportunities for advancement into a junior advisory role.
BankingFinanceFinancial ServicesLendingProfessional ServicesWealth Management
Responsibilities
Support an active advisory office managing a book of over 2,000 clients
Assist seasoned Senior Advisors with years of industry experience
Service client accounts under the supervision of Senior Advisors
Identify client issues and opportunities for improvement or growth
Handle client and referral inquiries via phone and email
Coordinate with financial institutions for money movement, receipts, and disbursements
Execute servicing requests from Senior Advisors promptly and accurately
Assist with distribution of newsletters and marketing communications (no content creation required)
Maintain and update client relationship information, including contact details and identification data for clients and prospects
Perform limited trading activities as directed
Participate in projects that may lead to long-term growth opportunities, including potential advancement to a junior advisory role and building a personal book of business
Other duties as needed to support the department
Qualification
Required
Strong Communication Skills – Ability to handle client and referral inquiries professionally via phone and email
Attention to Detail – Ensure accuracy in account servicing, record updates, and transaction coordination
Organizational Skills – Manage multiple tasks in a fast-paced environment with a large client base
Problem-Solving Ability – Recognize issues and identify opportunities for improvement
Customer Service Orientation – Deliver exceptional service and maintain positive client relationships
Basic Financial Knowledge – Understanding of money movement, receipts, disbursements, and trading fundamentals
Technical Proficiency – Comfortable using CRM systems, Microsoft platforms, and financial software
Team Collaboration – Work effectively with Senior Advisors and other team members
Adaptability and Learning Mindset – Willingness to learn and grow into advanced responsibilities
Series 7 License Required – Must hold an active FINRA Series 7 license to perform trading and client account activities
Preferred
Other financial experience is a plus
Benefits
Medical, life, dental, and vision insurance
Generous paid time off
Company
Bank of Clarke
Bank of Clarke is a financial services company headquartered in Berryville, VA.
Founded in 1881
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brandon Lorey
President & CEO
Nicholas Smith
EVP, Deputy CFO
Recent News
Morningstar.com
2025-09-29
2025-06-25
Company data provided by crunchbase