Job Description
Join our elite team at Wealth Legacy Partners and transform lives through financial expertise. We're seeking a driven Financial Advisor to serve Virginia Beach's growing affluent community. Enjoy premium training, cutting-edge technology, and a collaborative culture where your success is our priority. Build a legacy of wealth while achieving exceptional personal and professional growth in one of America's most dynamic coastal cities.
As a cornerstone of our client-centric practice, you'll deliver holistic financial solutions that span retirement planning, investment management, estate strategies, and risk mitigation. Our commitment to continuous education ensures you stay ahead of market trends and regulatory changes. With competitive compensation structures and unlimited earning potential, this role offers the perfect blend of stability and entrepreneurial freedom.
Responsibilities
- Develop comprehensive financial plans tailored to client goals, risk tolerance, and time horizons
- Build and maintain high-net-worth client relationships through proactive communication and trust-based engagement
- Analyze market trends and economic indicators to optimize investment portfolios across asset classes
- Ensure strict compliance with FINRA regulations and SEC guidelines in all client interactions
- Leverage our proprietary CRM system to track client progress and identify growth opportunities
- Collaborate with in-house legal and tax specialists to deliver integrated wealth solutions
- Participate in ongoing professional development to maintain CFP® and Series 7/66 credentials
Qualifications
- CFP®, ChFC®, or CFA designation required (or commitment to obtain within 12 months)
- Active Series 7 and Series 66 licenses with clean FINRA record
- Minimum 5 years experience in financial planning with proven client acquisition track record
- Exceptional presentation skills with ability to articulate complex strategies to diverse audiences
- Proven ability to manage $10M+ in client assets and meet revenue targets
- Strong analytical skills with proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Virginia-based residency preferred with deep understanding of regional market dynamics