Overview:

Focused on serving retirees’ wealth and financial planning needs, Campbell Wealth Management is a leading, fast-paced, and growing financial planning firm based in Northern Virginia and serves the Washington D.C. Metro Area. CWM seeks to add an experienced financial support professional with exceptional interpersonal skills and a desire to support retirees and those in the process of retiring.

Essential Job Functions & Duties:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Prepare and process client account paperwork.
  • Monitor asset transfers into CWM accounts.
  • Provide excellent customer service and assist with answering questions.
  • Ensure regulatory compliance is followed.
  • Establish, maintain and update files, databases, records and/or other documents.
  • Assist Wealth Managers in preparing for Client Review Meetings.
  • Calculate and Process Required Minimum Distributions.
  • Perform other duties and responsibilities as assigned.

Required Knowledge, Skills and Abilities:

The requirements listed below are representative of the knowledge, skill, and/or ability required in this job position.

  • Absolute integrity at all times.
  • One or more years of experience in the financial services industry.
  • Proficiency in Microsoft Excel, Word, and Outlook.
  • Uphold a professional image with external and internal business contacts.
  • Work ethically and with integrity, including maintaining client and firm confidentiality.
  • Maintain the highest level of discretion with confidential and sensitive information.
  • Professional, service-oriented demeanor with pleasant, business-appropriate phone manners.
  • Strong verbal communication skills to express ideas and thoughts in a clear, professional manner.
  • Effective problem-solving skills to resolve routine client questions.
  • Ability to work simultaneously on multiple projects.
  • Ability to follow instructions, including a strong adherence to meet deadlines. 
  • Excellent organizational skills to prioritize and complete work efficiently.
  • Detail-oriented to ensure the accuracy of reports, correspondence, and databases.
  • Mathematical skills to gather data involved in preparing reports.
  • “Team player” mindset, willingness to do whatever is needed, big or small.
  • Candidates will need to obtain the FINRA SIE, Series 65/63 or Series 66 within 60 days of hire.  Candidates with licenses will have preference.

Minimum Education and Experience:

  • High school graduate, required
  • 1-3 years of client service experience preferred
  • Proficiency in Microsoft Excel, Word, and Outlook, required
  • Financial Services or Professional Service industry experience preferred
  • Schwab Advisor Center experience preferred
  • Experience with Salesforce CRM preferred

Please e-mail your resume to HR@campbellwealth.com to be considered for this position.