Job Description
Join Coastal Wealth Management as a Senior Financial Advisor and transform lives through strategic wealth planning. We're seeking a dynamic professional to build client relationships in Virginia Beach while enjoying full remote flexibility. Our award-winning firm provides industry-leading technology, comprehensive training, and a collaborative culture focused on client success.
Why You'll Love Working With Us:
- Industry-leading commission structure with uncapped earning potential
- 100% remote work with flexible scheduling
- Exclusive access to proprietary financial planning tools
- CE reimbursement and professional development stipend
- Comprehensive health benefits and 401(k) matching
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Cultivate and maintain a portfolio of 50+ high-net-worth clientsConduct virtual consultations and portfolio reviews using our digital platform
- Stay current on SEC/FINRA regulations and maintain compliance certifications
- Collaborate with our team of specialists for complex client needs
- Utilize CRM systems to track client interactions and pipeline management
- Present quarterly performance reports and market insights to clients
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65 and/or Series 7/66 licenses (required)
- Minimum 3 years of financial planning/advisory experience
- Proven track record of client acquisition and retention
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional communication skills with high-net-worth individuals
- Certified Financial Planner (CFP) designation preferred