Job Description
Join Coastal Wealth Management Group, a leading advisory firm in Virginia Beach, as a Part-Time Financial Advisor. We're seeking a dynamic professional to deliver exceptional wealth management solutions to high-net-worth clients while maintaining a flexible schedule. This hybrid role combines client-facing meetings with remote portfolio management, offering an ideal work-life balance. Our team-centric environment includes comprehensive training and uncapped commission potential. If you're passionate about financial wellness and want to make a tangible impact in your community, apply today to grow your career with us.
Responsibilities
- Develop personalized financial plans and investment strategies for 15-20 high-net-worth clients
- Conduct regular portfolio reviews and rebalancing to align with client goals
- Build and maintain strong client relationships through quarterly check-ins and proactive communication
- Collaborate with senior advisors on complex estate planning and retirement solutions
- Stay current on market trends and regulatory changes through continuous education
- Participate in quarterly business development initiatives to expand client base
- Utilize CRM software to track client interactions and pipeline progress
Qualifications
- Series 7 and Series 66/63/65 licenses (required)
- 3+ years of financial advisory experience with a proven track record
- Bachelor's degree in Finance, Economics, or related field
- Strong presentation skills with ability to articulate complex concepts clearly
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- CFP designation or willingness to pursue within 12 months
- Exceptional time management skills for independent part-time workflow
- Virginia residency and ability to travel within Virginia Beach area