Job Description
Join Coastal Wealth Management as a Financial Advisor and transform lives through strategic wealth planning. We're seeking dynamic professionals to build client portfolios in Virginia Beach's thriving coastal community. Enjoy uncapped commission potential, comprehensive benefits, and mentorship from industry veterans. Our client-centric approach combines cutting-edge fintech tools with personalized financial strategies.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Virginia Beach
- Manage investment portfolios exceeding $50M in assets under management
- Drive business development through strategic networking and referrals
- Conduct quarterly portfolio reviews and market trend analysis
- Collaborate with tax and legal professionals for holistic solutions
- Maintain FINRA Series 7 and 66/65 certifications
Qualifications
- 5+ years of financial advisory experience with proven client acquisition track record
- Active FINRA Series 7 and 66/65 licenses (required)
- CFP or CFA designation strongly preferred
- Expertise in retirement planning, tax-efficient investing, and estate strategies
- Exceptional communication skills with high-net-worth clientele
- Proven ability to exceed $1M annual production targets