Job Description
Join Virginia Beach's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking a driven professional to build client relationships, deliver personalized investment solutions, and drive growth in a dynamic coastal market. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in our supportive, collaborative environment.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Cultivate and expand client portfolio through targeted outreach and relationship management
- Analyze market trends and deliver data-driven investment recommendations
- Ensure strict compliance with FINRA regulations and firm protocols
- Collaborate with internal teams on tax planning and estate strategies
- Monitor portfolio performance and adjust strategies based on client goals
- Lead financial literacy workshops for community outreach initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7, 66, and state securities licenses (or ability to obtain within 90 days)
- Minimum 3 years experience in financial advisory or wealth management
- Proven track record of meeting sales targets and client acquisition
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- CFP designation or actively pursuing certification