About us
Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the 5,000 fastest-growing private companies in the United States.
Key Responsibilities:
The Servicing Financial Advisor position combines client-facing duties with essential paraplanning support. This individual will act as the subject matter expert for client questions, hold delivery meetings, and conduct investment and annual reviews. In addition to these advisory functions, the role also includes paraplanning tasks such as preparing material for sales and client appointments and executing trade orders.
Servicing Advisor Work
- Client Questions SME
- Delivery Meetings
- 30-min Client Conversations
- Investment Reviews
- Annual Reviews
Paraplanning Work
Preparation for 1st Appointments with Sales Advisors
- Preparation for Current Client & Investment Reviews
- Complete Sales Advisor Requests
- AUM Bookkeeping
- Service Requests & Trades
- AUM Allocations for New Business
- Track & Renew fixed Securities (T-Bills, CDs, DDSN, PPN, Etc.)
- Orion Financial Planning
- Outreach for Document Collection
- Delivery Meeting Setup
- Generate deliverable documents
Requirements:
- Bachelor’s degree required; advanced certifications or designations are a plus.
- Minimum of 2 years of experience in the financial planning industry, with a strong background as a paraplanner, servicing advisor, or financial advisor assistant.
- VA Life & Health Insurance Licenses are required.
- Series 65 is required
- Proficiency in financial planning software (e.g., Orion) and Microsoft Office Suite.
- Strong attention to detail, organizational skills, and the ability to multitask effectively.
- Excellent communication skills and a polite phone manner.
- Ability to work independently as well as collaboratively within a team.
- Strategic thinking and proactive problem-solving.
- Effective time management and task prioritization.
- Ability to anticipate and address client needs.
- Adherence to rules and regulations, with a focus on compliance and ethical practices.
This position is dynamic and may evolve to meet the needs of the practice, with additional responsibilities assigned as necessary. Work hours are 9:30 am - 5:30 pm. Must be available to work occasional evening hours to support our educational workshops, as needed.
We offer a competitive compensation package, including base salary and performance-based bonuses, as well as a comprehensive benefits package that includes health insurance, retirement savings, and paid time off.