Job Description
Join our award-winning wealth management team in Richmond, VA as a Financial Advisor and transform your career while helping clients achieve financial freedom. At Heritage Wealth Management, we provide elite training, cutting-edge technology, and a collaborative culture that empowers advisors to thrive. We're seeking passionate professionals ready to build lasting client relationships and grow their income through commission-based opportunities.
Our comprehensive benefits package includes health insurance, 401(k) matching, and professional development stipends. With over 20 years of industry leadership, we've built a reputation for integrity and excellence in the Richmond community.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain strong client relationships through regular portfolio reviews and financial planning sessions
- Conduct market research and analysis to identify emerging investment opportunities
- Ensure compliance with FINRA regulations and SEC guidelines
- Collaborate with internal teams (tax specialists, estate planners) for holistic client solutions
- Generate new business through networking, referrals, and targeted marketing initiatives
- Stay current on financial trends, regulations, and product innovations
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- Series 7 and 66/65 securities licenses (required or willingness to obtain)
- Minimum 3 years of financial advisory experience with proven track record
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation skills
- Proven ability to develop client relationships and generate business
- Familiarity with financial planning software (e.g., MoneyGuidePro, eMoney)
- Professional demeanor with commitment to ethical standards