Job Description
Join Coastal Wealth Partners as a Remote Financial Advisor and transform clients' financial futures from anywhere in Virginia Beach! We're seeking dynamic professionals to build personalized wealth strategies for high-net-worth individuals and families. Enjoy 100% remote flexibility with quarterly team retreats in Virginia Beach, comprehensive benefits, and uncapped earning potential through our commission structure.
Why Coastal Wealth Partners?
- Industry-leading training in CFPĀ® preparation
- Proprietary tech platform for seamless client management
- Health/dental/vision insurance + 401(k) matching
- Professional development stipend
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Build and maintain client relationships through quarterly portfolio reviews
- Present complex financial concepts using our interactive planning tools
- Collaborate with internal experts (tax, estate planning) for holistic solutions
- Meet/exceed quarterly acquisition targets through digital marketing
- Stay current on SEC/FINRA regulations and compliance standards
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 or 7/66 licenses (required)
- 3+ years financial advisory experience
- Certified Financial Planner (CFP) preferred
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Virginia residency required for compliance