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Operations - Financial Planning - RIA

Job

CJM Wealth Advisers, Ltd.

Alexandria, VA (In Person)

Full-Time

Posted 1 week ago (Updated 3 days ago) • Actively hiring

Expires 7/24/2026

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Job Description

Operations
  • Financial Planning
  • RIA at CJM Wealth Advisers, Ltd. Operations
  • Financial Planning
  • RIA at CJM Wealth Advisers, Ltd.
in Alexandria, Virginia Posted in 1 day ago.
Type:
full-time
Job Description:
About the job CJM Wealth Advisers is seeking a talented and dedicated Processing/Operations/Admin to join our Operations/Admin Department. This role provides vital support to our Financial Planners, Co-Planners, and their direct associates in delivering an exceptional client experience. This is an excellent opportunity for someone who thrives in a team-oriented environment, enjoys supporting clients' needs, and takes pride in contributing to the success of their team and company. We value our employees and recognize the essential role they play in supporting our clients and maintaining our firm's commitment to excellence. Key Responsibilities Provide operations support to Financial Planners and Co-Planners in day-to-day client operations. Preparing paperwork and client facing presentations Manage multiple tasks and priorities while adhering to service standards and strict deadlines. Assist with processing forms, updating records, and maintaining compliance requirements within internal systems. Collaborate effectively with colleagues to ensure seamless client support and efficient office operations. Qualifications Minimum of 2 years client support/processing/paperwork/administrative experience in financial services, banking, or the insurance industry. Excellent organizational skills and ability to manage multiple responsibilities simultaneously. High attention to detail, accuracy, and time management. Strong communication and interpersonal skills. Proficiency in common office software (Word, Excel, Outlook, etc.) and comfort learning new systems. Must work well within a team. Why Join CJM Wealth Advisers? Be part of a collaborative team that values respect, integrity, and client service. Enjoy a supportive work environment that recognizes individual contributions. Opportunities for learning and professional growth within the financial services industry. ? Interested candidates are encouraged to submit their resume and cover letter to Debbie Delardi at: DelardiD@CJMLTD.com