Job Description
Join Heritage Wealth Management as a Financial Advisor and build your dream career in one of America's most vibrant financial hubs. We're seeking ambitious professionals to transform lives through strategic wealth management in Richmond's thriving economic landscape. Our award-winning firm combines cutting-edge technology with personalized client service to deliver exceptional financial outcomes. Enjoy comprehensive training, mentorship from industry veterans, and a collaborative culture that values innovation and integrity. This is your opportunity to make a tangible impact while achieving unprecedented professional growth in Virginia's capital city.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients
- Build and maintain a robust client portfolio through strategic prospecting
- Analyze market trends and investment opportunities to optimize client portfolios
- Provide comprehensive retirement planning, tax optimization, and risk management solutions
- Stay current on financial regulations and compliance requirements
- Leverage CRM systems to track client relationships and business development
- Collaborate with internal teams for seamless service delivery
Qualifications
- Bachelor's degree in Finance, Business, or related field (CFPĀ® preferred)
- Series 7 and 65/66 licenses (or ability to obtain within 90 days)
- 3+ years of financial services or wealth management experience
- Proven track record in client acquisition and relationship building
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to financial detail
- Entrepreneurial mindset with drive for uncapped earning potential
- Valid Virginia securities licenses