Job Description
Join Coastal Wealth Partners and transform lives through financial planning! We're seeking a passionate Part-Time Financial Advisor to serve Virginia Beach residents. Leverage our proven systems and industry-leading resources to build your client base while maintaining work-life balance. Enjoy competitive compensation, comprehensive training, and a collaborative culture that values your expertise.
Why Choose Us?
- Established client acquisition support
- Advanced CRM and portfolio management tools
- Continuing education stipends
- Health insurance for 20+ hours/week
- 401(k) matching
Responsibilities
- Develop personalized financial plans for 15-20 active clients
- Present investment strategies using proprietary analysis tools
- Conduct retirement and estate planning consultations
- Host quarterly client review meetings
- Execute compliance documentation accurately
- Collaborate with portfolio managers on complex cases
- Participate in bi-weekly team strategy sessions
Qualifications
- FINRA Series 7 & 66/63/65 licenses required
- CFP or CFA designation strongly preferred
- 3+ years financial advisory experience
- Proven track record in client relationship management
- Familiarity with Fidelity or Schwab platforms
- Exceptional communication and presentation skills
- Ability to work 20-25 hours/week with flexible scheduling