Job Description
Join Virginia Beach's premier wealth management firm as a Direct Hire Financial Advisor. We're seeking passionate professionals to build client portfolios and deliver personalized financial strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture focused on client success. Why Apply? • Industry-leading commission structure • Robust mentorship program • Cutting-edge CRM tools • Health benefits and 401(k) matching • Career advancement opportunities
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through proactive portfolio management
- Conduct market analysis to optimize investment strategies
- Present complex financial concepts through clear client communications
- Collaborate with internal teams on tax and estate planning solutions
- Meet/exceed new client acquisition targets
- Stay current on industry regulations and market trends
Qualifications
- Bachelor's degree in Finance, Business, or related field
- FINRA Series 7, 66 (or 63 & 65) licenses required
- 3+ years financial advisory experience
- Proven track record in client acquisition and retention
- Strong analytical and presentation skills
- CFP designation preferred
- Exceptional communication and negotiation abilities
- Virginia Beach market knowledge preferred