Job Description
Join Wealth Legacy Partners as a Financial Advisor in Richmond, VA and transform lives through strategic wealth management. We're urgently seeking passionate professionals to serve our growing client base in Virginia's thriving financial hub. With uncapped earning potential and industry-leading training, this is your opportunity to build a rewarding career while making a tangible impact on clients' financial futures.
Our Richmond office offers a collaborative environment where advisors receive full support from dedicated portfolio managers, compliance specialists, and marketing teams. We provide cutting-edge technology, comprehensive benefits, and a proven framework for success.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Build and maintain high-net-worth client relationships through consultative advisory services
- Conduct comprehensive portfolio reviews and provide market insights
- Meet/exceed sales targets while maintaining fiduciary responsibility
- Utilize CRM systems to track client interactions and business development
- Stay current on financial regulations and industry best practices
- Collaborate with internal teams on complex wealth management solutions
Qualifications
- FINRA Series 7, 66 (or 63 & 65) required
- 3+ years financial advisory experience with proven track record
- Bachelor's degree in Finance, Business, or related field
- Strong presentation skills and ability to explain complex concepts
- CFP, CFA, or ChFC designation preferred
- VA state insurance license (Life/Health/Variable Annuities)
- Proficient in financial planning software (e.g., MoneyGuidePro, eMoney)
- Demonstrated ability to build client book of business