Job Description
Join Coastal Wealth Partners as a Financial Advisor and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to build client relationships and deliver personalized wealth strategies in Virginia Beach's thriving financial district. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment where your expertise drives client success. Benefits include: Health insurance, 401(k) matching, professional development stipends, and flexible remote work options.
Responsibilities
- Develop comprehensive financial plans tailored to client goals
- Build and maintain a robust client portfolio through strategic outreach
- Analyze market trends and recommend investment opportunities
- Conduct regular portfolio reviews and performance reporting
- Stay current with financial regulations and compliance standards
- Collaborate with cross-functional teams to enhance client solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65 or 66 license (required)
- 3+ years of financial advising experience
- Proven track record in client relationship management
- Strong analytical and communication skills
- CFP designation preferred
- Ability to work independently while collaborating with teams