Job Description
Join Coastal Wealth Partners as a Financial Advisor and transform lives through strategic wealth management. We're seeking a driven professional to build client relationships in Virginia Beach's thriving coastal community. With comprehensive training and competitive compensation, you'll deliver personalized financial solutions while growing your practice.
Responsibilities
- Develop personalized financial plans including retirement, investment, and tax strategies
- Build and maintain high-net-worth client portfolios
- Conduct market analysis and stay current on financial regulations
- Meet quarterly revenue targets through new client acquisition
- Collaborate with internal teams for integrated client solutions
- Utilize CRM systems for client relationship management
Qualifications
- Series 65/66 and state securities licenses required
- Bachelor's degree in Finance, Business, or related field
- 3+ years financial services experience
- Proven track record in sales and client acquisition
- Strong analytical and presentation skills
- CFP or CFA designation preferred