Job Description
Join Virginia Beach's premier wealth management team as a Direct Hire Financial Advisor. We're seeking a dynamic professional to build client relationships, deliver comprehensive financial strategies, and drive revenue growth in a collaborative, commission-driven environment. Enjoy competitive benefits, continuous professional development, and a culture that rewards excellence.
Our ideal candidate thrives in client-facing roles and possesses a passion for financial literacy. You'll leverage our established brand and robust referral network to serve high-net-worth individuals and small business owners across Virginia Beach and surrounding areas. This is a rare opportunity to accelerate your career with uncapped earning potential.
Responsibilities
- Develop personalized financial plans including investment management, retirement strategies, and risk mitigation
- Build and maintain a robust client portfolio through networking and referrals
- Stay current on market trends, tax regulations, and financial products
- Meet/exceed quarterly sales targets while maintaining exceptional client satisfaction
- Partner with internal support teams for seamless client service delivery
- Participate in community outreach to enhance brand visibility
Qualifications
- FINRA Series 7, 66 (or 63/65) licenses required
- 3+ years of financial services/advisory experience
- Certified Financial Planner (CFP) designation preferred
- Proven track record in client acquisition and retention
- Strong presentation and negotiation skills
- BA/BS in Finance, Business, or related field
- Ability to thrive in commission-based compensation structure