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At Financial Dynamics, our sole focus is YOU.

Career Opportunities at Financial Dynamics

Do you have superior client service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial advisory firm is looking for a strong, detail orientated client service associate to assist. Our formula for success is to put our clients first. If you're looking for the tools, resources and freedom to build a great future, please contact us today! 

Client Service Associate

Manage client requests, prepare and process investment and insurance paperwork, assist with educational workshops, schedule and prepare for client meetings, and perform lite financial planning prep work.

Operations Associate

Provide operational and tech support to the financial advisory team and will be responsible for a range of duties related to operations, new client onboarding, performance reporting, compliance and various other support functions. Provide marketing assistance with updates and posts to the website, LinkedIn, Facebook and other mediums of communication. Review and optimize operational processes and workflows for both the back office and client facing teams.

Associate Advisor

Perform a wide range of planning, education, research and analysis duties for both existing and prospective investment and financial planning clients. The Associate Advisor must have the ability to utilize critical thinking skills, work independently, anticipate firm needs and client questions, and prepare and participate in client meetings.

Lead Advisor

Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning. Participate in in-office Lunch and Learn sessions with prospective clients.

Requirements:

  • 40+ WPM
  • 1-3 years’ experience in a financial services firm
  • Intermediate experience in Office, CRM, document system.
  • Compensation/Logistics:

  • Full time position
  • Salaried
  • Retirement plan provided
  • Health benefits plan provided
  • How to apply? Please email your resume to hiring@fdaamail.com by copying the contents of your resume into the body of the email. Attachments to emails and phone calls are NOT accepted.

    We Serve These Communities and Their Surrounding Areas

    Richmond, Virginia
    Chesterfield, Virginia
    Midlothian, Virginia
    Mechanicsville, Virginia
    Henrico, Virginia
    Our Mission Is To Educate and Develop Relationships With Individuals and Families Who Are Concerned About Financial and Estate Protection During Retirement
    *Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

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