Job Description
Join Our Elite Financial Team Immediately! Coastal Wealth Management Group is seeking a dynamic Financial Advisor to join our thriving Virginia Beach office. Help clients achieve financial freedom through strategic planning, investment management, and personalized wealth solutions. This is your chance to launch or accelerate your career in one of America's fastest-growing financial markets with uncapped earning potential and comprehensive support.
We provide:
- Industry-leading training and mentorship
- Advanced CRM and portfolio management tools
- Referral network and marketing support
- Health, dental, and vision benefits
- 401(k) with company match
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through trust-based consultations
- Analyze market trends to optimize investment portfolios
- Present complex financial concepts through clear, actionable advice
- Collaborate with cross-functional teams on estate planning and tax strategies
- Exceed quarterly sales targets through proactive client acquisition
- Stay current with SEC regulations and industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or wealth management
- Proven track record in client relationship building and sales
- Exceptional communication and presentation skills
- Strong analytical mindset with attention to detail
- Ability to thrive in a commission-based environment
- Virginia residency required