Job Description
Join our award-winning team at Coastal Wealth Partners and transform your finance expertise into a rewarding part-time career. We're seeking a dynamic Financial Advisor to serve Virginia Beach residents navigating retirement planning, investment strategies, and wealth protection. Enjoy flexible scheduling while making tangible impacts on clients' financial futures through personalized guidance.
Our collaborative environment combines cutting-edge fintech tools with mentorship from industry veterans. This role offers uncapped commission potential alongside competitive hourly compensation, making it ideal for experienced advisors seeking work-life balance or professionals transitioning into finance.
Responsibilities
- Develop comprehensive financial plans addressing retirement, tax optimization, and estate management
- Build and maintain client relationships through regular portfolio reviews and market insights
- Present investment solutions aligned with clients' risk tolerance and goals
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with team members on cross-selling opportunities and product knowledge
- Utilize CRM software to track client interactions and pipeline progress
- Conduct financial literacy workshops for community outreach
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Valid Series 7 & 66/63/65 licenses (or ability to obtain within 60 days)
- 3+ years financial planning or client advisory experience
- Proven track record of meeting sales targets and client satisfaction goals
- Strong analytical skills with ability to interpret complex financial data
- Excellent presentation skills for explaining technical concepts to diverse audiences
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Virginia-based residency required for in-person client meetings