Job Description
Join Heritage Wealth Management as a Remote-Friendly Financial Advisor and transform lives through expert financial planning. We're seeking passionate professionals to build client relationships while enjoying Richmond's vibrant culture. Our hybrid model combines office collaboration with flexible remote work options. Enjoy comprehensive benefits, continuing education stipends, and uncapped commission potential in a supportive, growth-oriented environment.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, estate planning, and risk management
- Cultivate and maintain high-net-worth client relationships through proactive communication
- Analyze market trends and economic data to optimize portfolio performance
- Collaborate with internal teams on tax-efficient strategies and estate solutions
- Meet quarterly revenue targets while maintaining exceptional client satisfaction
- Stay current with FINRA regulations and industry best practices
Qualifications
- FINRA Series 7, 66, and state insurance licenses required
- 5+ years of financial planning/advisory experience
- Bachelor's degree in Finance, Economics, or related field
- Proven track record of building client portfolios exceeding $10M AUM
- Exceptional communication and presentation skills
- CFP designation strongly preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro)