Job Description
Join our elite financial advisory team in Virginia Beach and transform lives through strategic wealth management. We're seeking a dynamic Financial Advisor to immediately serve high-net-worth clients in this coastal paradise. Enjoy competitive compensation, comprehensive benefits, and unparalleled career growth in one of America's most vibrant financial markets. Apply today to start your journey toward financial freedom.
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Execute investment strategies across equities, bonds, and alternative assets
- Build and maintain robust client relationships through quarterly reviews
- Drive revenue growth through proactive prospecting and referrals
- Ensure compliance with FINRA regulations and SEC guidelines
- Collaborate with estate planning and tax specialists
- Maintain CRM system with 100% data accuracy
Qualifications
- FINRA Series 7, 66, and state insurance licenses (VA)
- 3+ years financial planning experience with $50M+ AUM
- Certified Financial Planner (CFP) designation preferred
- Proven track record in exceeding sales targets
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Economics, or related field