Job Description
Transform your passion for finance into a rewarding career with our comprehensive paid training program! WealthFirst Advisory Group is seeking motivated individuals to join our Richmond team as Financial Advisors. No prior experience required – we provide industry-leading training, mentorship, and ongoing support to help you succeed. Build your client portfolio while earning competitive commissions and advancing your career in wealth management.
Why Join Us?
- Full paid training program covering financial planning, investment strategies, and compliance
- Personal mentorship from top-performing advisors
- Comprehensive benefits package (health/dental/vision, 401k with match)
- Clear career advancement path to senior advisor/management roles
- Work in a collaborative, performance-driven environment
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, insurance, and tax strategies
- Build and maintain client relationships through regular reviews and portfolio management
- Conduct market research and stay updated on financial regulations and products
- Collaborate with internal teams to execute client transactions and ensure compliance
- Meet quarterly sales and client acquisition targets through strategic networking
- Present complex financial concepts in clear, client-friendly language
- Participate in ongoing professional development and training programs
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field (or equivalent experience)
- Strong analytical skills and aptitude for financial concepts
- Excellent communication and interpersonal skills
- Self-motivated with entrepreneurial mindset
- Valid Series 63/66 or willingness to obtain during training
- Proficiency with CRM software and Microsoft Office Suite
- Virginia residency or willingness to relocate
- Passion for helping clients achieve financial goals