Job Description
Join Coastal Wealth Partners as a Financial Advisor and transform your passion for finance into a rewarding career in Virginia Beach's thriving coastal community. We're seeking dynamic professionals to build personalized wealth management strategies for high-net-worth clients while enjoying competitive compensation and comprehensive support. Our collaborative environment combines cutting-edge technology with mentorship from industry veterans, ensuring your success. Enjoy flexible scheduling, continuing education stipends, and a culture that values work-life balance. Why Coastal Wealth Partners? ā¢ Top-tier training and ongoing professional development ā¢ Access to exclusive investment platforms ā¢ Generous commission structure uncapped earnings ā¢ State-of-the-art office with ocean views ā¢ Health benefits and 401(k) matching
Responsibilities
- Develop comprehensive financial plans including investment management, retirement strategies, and estate planning
- Cultivate and maintain relationships with high-net-worth clients through personalized consultations
- Analyze market trends and financial data to optimize client portfolios
- Comply with FINRA regulations and maintain all required certifications
- Collaborate with internal teams on tax-efficient wealth transfer strategies
- Conduct quarterly portfolio reviews and proactive client communication
- Participate in community networking events to expand client base
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- Minimum 3 years financial advisory experience with proven track record
- Strong analytical skills and proficiency with financial planning software
- Exceptional communication and presentation abilities
- Valid Virginia state securities registration
- CFPĀ® designation highly desirable