Wealth Advisory Associate: Portfolio Strategy & Client Growth

A financial services firm located in Washington, DC, is seeking an enthusiastic professional to enhance client satisfaction and support complex investment strategies. The ideal candidate must possess Series 7 and 66 licenses, have at least 3 years of advisory experience, and demonstrate strong communication skills. Responsibilities include managing customer consultations, executing portfolio adjustments, and collaborating with senior leadership on financial blueprints. This role offers a chance to thrive in a dynamic wealth management environment. #J-18808-Ljbffr