Job Description
Join Coastal Wealth Partners, a premier financial advisory firm in Virginia Beach, VA, and build your dream career in wealth management. We're seeking a dynamic Financial Advisor to help clients achieve financial independence through personalized investment strategies, retirement planning, and risk management. Our collaborative culture combines cutting-edge fintech tools with mentorship from industry veterans, ensuring your success. Enjoy competitive compensation, comprehensive benefits, and unlimited growth potential in one of America's most vibrant coastal cities.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through personalized portfolio management
- Analyze market trends to optimize investment strategies and asset allocation
- Conduct financial literacy workshops for community outreach
- Collaborate with cross-functional teams on complex estate planning solutions
- Utilize CRM systems to track client goals and performance metrics
- Stay current with SEC/FINRA regulations and compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of experience in financial planning or wealth management
- Proven track record of meeting sales targets and client acquisition
- Advanced knowledge of investment vehicles (stocks, bonds, mutual funds, ETFs)
- Exceptional communication and presentation skills
- CFP or CFA designation highly desirable
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)