You will assist our Lead and Senior Advisors with gathering new client information and aid in managing existing client relationships. You are detail-oriented, an excellent written and verbal communicator, and have strong analytical and problem solving skills. Our ideal candidate has a strong desire to gain the knowledge and experience necessary to become a Lead Advisor and has obtained or is willing to work towards obtaining their CFP® certification.
Bachelor's degree in Finance or related field 2-3 years of related experience preferred Excellent verbal and written communication skills Excellent organizational and analytical skills Proficiency in Microsoft Office
About Meridian Financial Partners
From our headquarters in Warrenton, Virginia, Meridian provides holistic financial solutions to individuals and organizations nationwide. We offer unmatched expertise and services in financial planning and investment management.
What we really offer is clarity. Meridian exists to take the confusion, stress, and fear out of money decisions, illuminating your path so you can enjoy the journey. With deep, wide-ranging experience, we listen intently and openly to ascertain your financial goals, desires, and concerns. Just as important, we engage in two-way knowledge sharing with you, communicating in clear language and with transparent processes.
Meridian is the rare firm that can provide truly unbiased guidance to help you visualize and pursue your financial destiny. Our founding partners have earned the trust of numerous clients who now enjoy financial peace of mind as a result of our knowledge and personalized care.
We serve our clients with an open mind, with respect — and without judgment.