Job Description
Join our elite team of financial advisors at Coastal Wealth Advisors and transform lives through strategic wealth management. We're seeking driven professionals to build client portfolios in Virginia Beach's thriving market. Enjoy comprehensive training, cutting-edge technology, and a culture that rewards excellence. Immediate hire opportunity with competitive benefits including health insurance, 401K matching, and professional development stipends.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to optimize investment portfolios
- Drive revenue generation through strategic prospecting and referrals
- Ensure compliance with FINRA regulations and SEC guidelines
- Collaborate with internal teams for holistic client solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience
- Proven track record of meeting sales targets
- Exceptional communication and presentation skills
- Strong analytical abilities and market knowledge
- Certified Financial Planner (CFP) designation preferred