We have designed FJY as a model firm –best in class technology, defined best practices, and at the center of all of our operations – the best people to do the job. We believe that each team member is truly integral to the business.
Ranked one of the Best places to work in Washington, DC
Position Description: Summer Associate
Location: Reston, VA
The Summer Associate position provides a well-qualified candidate with a unique opportunity to spend the summer walking in the shoes of an Associate Financial Advisor. The first several weeks of the program will be spent with our Associate Financial Advisors, learning the role and the responsibilities it entails. Then, our Associates will step back and let the Summer Associate experience the life of a full-time advisor.
This role provides technical support for all Senior Financial Advisors. This support includes performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management. We hope the Summer Associate will be able to follow a client through a series of meetings, covering topics such as capital management, retirement planning, and estate planning.
The Summer Associate will gain insight into the business of financial planning through participation in team meetings and business strategy meetings. He or she may participate in developing investment and financial planning strategies as part of the firm’s Investment Committee and/or Financial Planning Committee.
Because we believe a good fit with our company culture is important to any possible long-term arrangement, we aim to integrate the Summer Associate into the culture of FJY. We have a professional office environment, with an open door policy that encourages communication and learning. The Summer Associate will find a strong sense of camaraderie among the team members. Additionally, we have happy hours and social events as opportunities to socialize outside the office.
Duties & Responsibilities:
Preparing for client meetings and following up with clients as required
Assisting in implementation and management of client portfolios
Gathering information for client financial matters
Organizing electronic case files
Attending client and team meetings, as required
Participating in investment and/or financial planning committee meetings
Student working toward a degree in Financial Planning or a related field
Professional demeanor and ability to work in a team environment
Self-confidence, personal integrity, and an understanding of fiduciary responsibility
Ability to multi-task, manage time effectively, and work unsupervised
Strong financial analytical skills
Excellent written and oral communication skills
Strong personal computer and administrative skills
Interested in a position at FJY Financial? Contact us at: . FJY Financial is an Equal Opportunity Employer.