Job Description
Join our dynamic team at Coastal Wealth Partners and transform your financial expertise into meaningful client relationships. We're seeking a driven Part-Time Financial Advisor to serve Virginia Beach residents navigating retirement planning, investment strategies, and wealth protection. Enjoy flexible hours while making a tangible impact on clients' financial futures with our award-winning platform and ongoing professional development support.
Responsibilities
- Develop personalized financial plans aligned with client goals, risk tolerance, and time horizons
- Analyze market trends and investment vehicles to recommend optimal portfolio strategies
- Build and maintain a client base through networking and referrals in the Virginia Beach area
- Conduct regular portfolio reviews and adjust strategies based on life changes or market shifts
- Stay current on financial regulations, tax laws, and product offerings
- Collaborate with internal teams for seamless client service implementation
- Maintain FINRA Series 65/66 and state insurance licenses
Qualifications
- Minimum 3 years of financial planning/advisory experience
- Active Series 65/66 and state life/health insurance licenses
- Proven track record of client relationship management in Virginia Beach
- Strong analytical skills with ability to translate complex concepts into actionable advice
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Familiarity with financial planning software (e.g., MoneyGuidePro, eMoney)
- Excellent communication skills with ability to build trust in diverse communities