Lynx Investment Advisory · 6 hours ago
Associate Investment Consultant/ Financial Planner
Washington, DC
Full-time
Onsite
Entry, Mid Level
2+ years expLynx Investment Advisory is a financial services firm based in Washington, DC, providing objective investment advice to a diverse group of investors. They are seeking an Associate Investment Consultant/Financial Planner to collaborate with senior consultants and support clients in achieving their financial objectives through personalized planning and investment strategies.
AdviceAsset ManagementFinancial ServicesRisk Management
Responsibilities
In collaboration with a senior consultant and with the support of the research team, meet with clients to determine their financial objectives and risk tolerance
Create financial plans for clients utilizing eMoney software
In collaboration with a senior consultant, provide ongoing guidance to clients on investments and the financial strategies that will help meet their goals
Light operations and administrative work
Travel may be required
Qualification
Required
Strong understanding of financial planning strategies and investment management
Excellent analytical skills and attention to detail
Exceptional Customer Service skills to build and maintain strong client relationships
Bachelor's degree in finance, economics, or a related field
CFP® designation or demonstrated progress toward CFP® designation
A series 65 qualification is necessary, but, if not already possessed, can be taken after employment
Must reside in Washington, DC metropolitan area
Preferred
2+ years of experience as a financial planner
Experience using eMoney software
Company
Lynx Investment Advisory
Lynx Investment Advisory is an advisory firm specializing in asset allocation, investment manager research, and performance analysis.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase