Job Description
Join Coastal Wealth Partners as a Remote Financial Advisor and transform your career in Virginia Beach's thriving financial district. We're seeking passionate professionals to build client portfolios while enjoying 100% remote flexibility. Our award-winning firm combines cutting-edge technology with personalized wealth management strategies, offering uncapped earning potential and industry-leading support.
As a cornerstone of our Virginia Beach team, you'll leverage our established client acquisition systems and comprehensive training programs to deliver exceptional financial planning. Enjoy the flexibility of remote work while maintaining a prestigious presence in one of America's most dynamic coastal communities.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, tax, and estate strategies
- Cultivate and maintain high-net-worth client relationships through personalized portfolio management
- Conduct market analysis and implement data-driven investment recommendations
- Ensure strict compliance with FINRA regulations and industry best practices
- Collaborate with internal teams for seamless client service delivery
- Utilize our proprietary CRM system for client relationship management
- Participate in quarterly business development initiatives
Qualifications
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- Minimum 3 years financial advisory experience with proven track record
- Bachelor's degree in Finance, Economics, or related field
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication skills with ability to explain complex concepts
- Virginia-based residency required (remote work from VA Beach preferred)
- CFP or CFA designation strongly preferred