Associate Financial Advisor

We're Hiring

Associate Financial Advisor

Position description:

In this role, you will be responsible for supporting the firm’s vision, mission and strategy. This position has the responsibility of managing existing client relationships and formulating and implementing advice.

As an associate financial advisor, you will:

  • Draft, present and implement financial plans
  • Participate in client review meetings, deliver presentations and answer client questions, make recommendations
  • Support lead advisors in their marketing and business development efforts to achieve company goals
  • Participate in the completion of strategic initiatives and projects
  • Coach and deliver feedback to client service representatives


  • 4 year undergraduate degree
  • Core knowledge of the financial industry, products and investment concepts
  • Certified financial planner designation (CFP) or Chartered financial consultant designation is required (ChFC)
  • At least five years of experience in a similar role within the financial industry
  • Salesforce or equivalent CRM knowledge is highly desirable


  • Ability to think critically and make appropriate decisions
  • Superior communication, interpersonal and client service skills
  • Ability to explain complex information simply and clearly
  • Adept at building strong client relationships


This position will be based at our headquarters in Falls Church, Va. We also have opportunities to work remotely for qualified candidates.

Azzad Asset Management

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