Job Description
Join our award-winning financial advisory team as a Senior Financial Advisor in beautiful Richmond, VA! We're seeking a dynamic professional to deliver comprehensive wealth management solutions to high-net-worth clients while enjoying 100% remote flexibility. Our client-centric approach combines cutting-edge technology with personalized financial planning strategies.
What We Offer:
- Competitive salary + performance-based bonuses
- Comprehensive benefits package (401k, health insurance)
- Generous continuing education stipend
- Modern tech stack and CRM tools
- Collaborative team environment with monthly in-person meetups
Responsibilities
- Develop personalized financial plans including investment, retirement, and estate strategies
- Build and maintain relationships with high-net-worth clients ($500k+ AUM)
- Analyze market trends and economic data to optimize client portfolios
- Conduct regular portfolio reviews and performance reporting
- Collaborate with internal specialists (tax, legal, insurance)
- Meet/exceed annual revenue and client acquisition targets
- Stay current on FINRA regulations and compliance requirements
Qualifications
- 5+ years experience as financial advisor/planner
- Certified Financial Planner (CFP) designation required
- Series 7 & 66/65 licenses (FINRA registered)
- Proven track record of client relationship management
- Bachelor's degree in Finance, Economics, or related field
- Strong analytical skills with attention to detail
- Exceptional communication and presentation abilities
- Experience with financial planning software (e.g., MoneyGuidePro)