Job Description
Join Coastal Wealth Partners as a Financial Advisor and transform lives through strategic wealth management. We're seeking passionate professionals to build client relationships in Virginia Beach's thriving coastal community. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment. Your expertise will help families and businesses achieve financial security through personalized investment strategies, retirement planning, and risk management solutions.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and small businesses
- Build and maintain robust client portfolios through diversified investment strategies
- Conduct thorough financial needs analysis and risk assessments
- Present complex financial concepts through clear, client-centric communication
- Stay current on market trends, tax regulations, and financial products
- Collaborate with internal team members to deliver integrated financial solutions
- Meet and exceed quarterly revenue targets through client acquisition and retention
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial services or wealth management experience
- Proven track record in client relationship building and sales
- Strong analytical skills with ability to interpret financial data
- Excellent communication and presentation abilities
- CFPĀ® or CFA designation preferred
- VA state insurance license required