Job Description
Join Heritage Wealth Management, a premier financial advisory firm in Richmond's financial district, and transform your career in wealth management. We're seeking a dynamic Financial Advisor to build client relationships while delivering personalized financial strategies. Enjoy uncapped commission potential, comprehensive training, and a supportive team environment. Our advisors average 85% client retention through our proprietary client lifecycle system. What we offer: Health/dental/vision insurance, 401(k) with 4% match, professional development stipend, and quarterly performance bonuses.
Responsibilities
- Develop comprehensive financial plans including retirement, estate, tax, and investment strategies
- Cultivate and expand client portfolio through targeted outreach and relationship management
- Stay current on market trends and regulatory changes (FINRA Series 65/66 required)
- Utilize CRM software to track client interactions and portfolio performance
- Collaborate with internal team on complex multi-generational wealth scenarios
- Present quarterly portfolio reviews and financial progress reports
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- FINRA Series 65/66 and state securities licenses
- 3+ years experience in financial services or client advisory role
- Proven track record in sales and relationship building
- Strong analytical skills with ability to translate complex data into actionable advice
- CFP designation preferred or commitment to pursue within 12 months
- Excellent communication and presentation skills