Job Description
Join Coastal Wealth Partners as a Senior Financial Advisor and transform lives through strategic wealth management. Our remote-friendly environment empowers you to serve clients across Virginia Beach while maintaining work-life balance. We provide industry-leading technology, comprehensive training, and a collaborative culture focused on client success.
As a key member of our fiduciary team, you'll craft personalized financial plans, build lasting client relationships, and grow your book of business in a supportive ecosystem. We're seeking driven professionals ready to make a tangible impact on their clients' financial futures.
Responsibilities
- Develop comprehensive financial plans encompassing investments, retirement, insurance, and tax strategies
- Cultivate and expand client relationships through personalized financial consultations
- Monitor portfolio performance and adjust strategies based on market conditions and client goals
- Stay current on financial regulations (SEC, FINRA, state compliance)
- Collaborate with internal team members to deliver integrated financial solutions
- Utilize CRM systems to track client interactions and business development activities
- Present financial plans and progress reports to clients with clear, actionable insights
Qualifications
- Series 7 and 66/65/24 securities licenses (or ability to obtain within 90 days)
- Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation preferred
- 3+ years of financial planning/advisory experience with proven client book
- Strong analytical skills with ability to translate complex concepts into actionable advice
- Exceptional communication skills and relationship-building aptitude
- Valid Virginia state securities license
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Bachelor's degree in Finance, Economics, or related field