Job Description
Join Coastal Wealth Partners, a premier financial advisory firm, as a Remote Financial Advisor in Virginia Beach. We empower advisors with cutting-edge technology and a client-centric culture to deliver exceptional wealth management solutions. Enjoy the flexibility of remote work while making a tangible impact in clients' financial lives. Our collaborative environment and competitive compensation package support your professional growth and personal success.
Responsibilities
- Develop personalized financial plans for high-net-worth clients across retirement, investment, and estate planning
- Build and maintain robust client relationships through regular portfolio reviews and strategic consultations
- Conduct comprehensive market analysis to optimize investment strategies and capitalize on emerging opportunities
- Leverage CRM systems to track client goals, performance metrics, and compliance requirements
- Collaborate with internal teams for tax, legal, and insurance integration in holistic wealth plans
- Drive business development through targeted networking and referral programs
- Stay current on financial regulations and industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field; CFP, CFA, or ChFC designation preferred
- 5+ years of experience in financial planning, investment management, or wealth advisory
- Proven track record of client acquisition and portfolio management ($5M+ AUM)
- Exceptional communication skills with ability to explain complex concepts clearly
- Familiarity with financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong analytical skills and attention to regulatory compliance (FINRA Series 65/66)
- Self-motivated with demonstrated ability to thrive in remote work environments