Financial Dynamics & Assoc. () is a comprehensive financial planning firm in Midlothian, VA. We work with individuals and their family members to help prepare them for retirement, investment and health care decisions while maintaining financial security. We are seeking a full time Client Service Associate to join our team of exceptionally client service-minded professionals. We are looking for the right person who can contribute ideas, a strong work ethic, energy, and enthusiasm.
Who is our Ideal Candidate?
Expectations of the CSA include:
Salary and Benefits
Salary for this position will be based on experience, and direct experience with financial planning, investments, and insurance. We offer a group healthcare plan, paid time off and paid holidays, individual retirement plan with matching company contributions, and performance-based career advancement.
Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take at lease one assessment, possibly more. A background will be required.
We are an Equal Opportunity Employer.