Job Description
Join Coastal Wealth Partners, a premier financial advisory firm in Virginia Beach, as a Part-Time Financial Advisor. We're seeking passionate professionals to help clients build lasting financial security through personalized investment strategies, retirement planning, and wealth management. Enjoy flexible hours while making a meaningful impact in your community.
Why Join Us? Competitive compensation, comprehensive training, cutting-edge technology platform, and collaborative team environment. Perfect for experienced advisors seeking work-life balance or professionals transitioning into finance.
Responsibilities
- Develop customized financial plans for diverse client portfolios
- Conduct market analysis and investment research
- Build and maintain client relationships through regular reviews
- Present complex financial concepts in accessible terms
- Comply with FINRA and SEC regulations
- Collaborate with team on cross-selling opportunities
- Stay updated on industry trends and product innovations
Qualifications
- FINRA Series 7, 66/63, and state insurance licenses required
- 3+ years financial advisory experience
- Bachelor's degree in Finance, Business, or related field
- Strong presentation and interpersonal skills
- Proven track record of client relationship management
- Ability to work independently with minimal supervision
- Familiarity with CRM platforms (e.g., Salesforce, Redtail)