Job Description
Join Heritage Wealth Partners, a premier financial advisory firm serving Richmond's growing affluent community. We're seeking a dynamic Senior Financial Advisor to help clients navigate complex financial landscapes and build lasting legacies. Enjoy comprehensive training, cutting-edge technology, and a collaborative team environment. We offer uncapped commission potential, robust benefits, and career advancement opportunities in one of America's most livable cities.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, estate planning, and risk management
- Cultivate and expand client relationships through personalized consultations and proactive portfolio management
- Stay current on market trends, tax laws, and regulatory changes affecting clients
- Leverage our proprietary CRM system to track client goals and performance metrics
- Collaborate with internal experts including tax specialists and estate attorneys
- Represent Heritage Wealth Partners at local business networking events
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFPĀ®/CFA preferred)
- Minimum 5 years of experience in financial services with proven client acquisition track record
- FINRA Series 7, 66, and state securities licenses required
- Exceptional communication skills with ability to explain complex concepts simply
- Demonstrated success in developing long-term client relationships
- Strong analytical mindset and proficiency in financial planning software
- Passion for helping diverse clients achieve financial independence