• The possible role of insurance and investments in your financial strategy!

    Request a no-obligation meeting with Clark Financial Solutions today to discuss your financial strategy and how you may achieve a brighter financial future by working with an independent firm.

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    Join the Clark Financial Solutions team!

    We’re passionate about helping people reach their financial goals and are continually looking for hard-working, caring individuals to help us give our clients the service they deserve. If you’re searching for a rewarding career that allows you to make a lasting difference in the lives of others, explore our job listings below!

    CAREERS

    Advance Your Career and Truly Make a Difference. This is an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable independent advisory and financial services company in Reston, Virginia.

    Position Overview:
    The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to the firm’s prospects, clients and team members. Position requires employee to perform general administrative services such as handling incoming calls, calendar management, travel arrangements, outgoing mailings and welcoming clients to the office.

    Minimum Requirements:

    • Not adverse to change
    • Ability to learn quickly
    • Working knowledge of computers and software
    • Highly organized
    • Industry knowledge preferred but not required

    Job Type:
    Part-time – Tuesdays, Wednesdays and Thursdays, 9 a.m.-5 p.m.

    Responsibilities:

    • Answer phone in a friendly, warm manner.
    • Receive and track all event RSVPs.
    • Mail confirmation letters to prospects with upcoming appointments.
    • Respond to advisor’s emails.
    • Maintain an organized, compliant and efficient filing system.
    • Keep MOD spreadsheet and newsletters up to date and customized.
    • Maintain supply list.
    • Sort, scan and distribute incoming mail.
    • Maintain welcome boards in conference rooms.
    • Manage and maintain DRIP program.
    • Input prospects and keep database/CRM program up to date.
    • Process and follow up on any client service work.
    • Greet incoming clients in a professional manner.
    • Have beverages and cookies in stock for clients.
    • Set appointments and fill revenue days with appointments.
    • Call or text clients with appointment reminders.
    • Email daily information protocol to advisor at the end of each day.

    Contact Us

    Phone: 703.796.0957
    Fax: 703.796.0838
    clientservice@clarkfinancialplanning.com

    Our Location

    1856 Old Reston Ave. Suite 203
    Reston, VA 20190

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