District Wealth Strategies · 4 days ago
Associate Financial Advisor
Washington, DC
Full-time
Hybrid
Mid Level
4+ years expDistrict Wealth Strategies is a client-focused financial services firm dedicated to understanding and supporting the unique goals of our clients. As an Associate Financial Advisor, you will support clients in developing and implementing personalized financial plans, conducting financial analyses, and providing advice on investment and retirement strategies.
Financial Services
Responsibilities
Support clients in developing and implementing personalized financial plans
Conducting financial analyses
Providing advice on investment and retirement strategies
Collaborating with clients to address their specific financial goals
Work closely with the CEO and other team members to ensure high-quality client support tailored to the unique financial needs of each individual
Qualification
Required
Proficiency in Financial Planning and planning software (preferably eMoney)
Knowledge of the fundamentals of income and retirement planning
At least 4+ years of industry experience working as an associate, paraplanner or advisor
Strong interpersonal and communication skills for client relationship management
Analytical mindset with attention to detail and problem-solving abilities
Relevant certifications such as CFP® or a willingness to obtain certifications
Company
District Wealth Strategies
We came together with one goal in mind and that is to be relentlessly focused on our clients.
Founded in 2022Washington , District of Columbia, US
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase