About this role
Wealth Manager at Advisorgroup. Location: Falls Church, Virginia, United States. Role: leading relationships, mentoring advisors, developing business Requirements: Bachelor's degree in finance-related field, 5+ years in wealth management or financial planning, CFP preferred/actively pursuing, proficiency with financial planning software and CRM, strong client relationship and business development skills. Category: Finance Seniority: Senior Level Tools: eMoney, CRM Certifications: cfp, cfa, cpa, cima Commitment: Full Time Workplace: Hybrid Languages: English