Job Description
Are you a driven professional looking to make a significant impact in the financial sector? Meridian Capital Group is seeking a Senior Financial Advisor to join our elite Richmond, VA team. We offer a high-commission structure and a culture of excellence.
About the Role:
As a Senior Financial Advisor, you will be responsible for managing client portfolios, providing strategic financial planning, and driving revenue growth. We are looking for individuals who are not just salespeople, but trusted advisors who genuinely care about their clients' financial futures.
Why Join Us?
- Competitive base salary with uncapped commission potential.
- Comprehensive training and mentorship programs.
- State-of-the-art technology platform to streamline your workflow.
- Work-life balance in a supportive, collaborative environment.
Key Responsibilities:
- Conduct comprehensive financial needs analyses and develop tailored wealth management plans for clients.
- Manage and grow a book of business by acquiring new clients and retaining existing ones.
- Execute trades, manage portfolios, and monitor market trends to optimize investment performance.
- Present complex financial concepts in a clear and understandable manner to diverse clients.
- Collaborate with internal teams, including tax and legal professionals, to provide holistic advice.
- Stay current on industry trends, regulatory changes, and investment products.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Candidate must hold or be willing to obtain Series 7, Series 66, and Life Insurance licenses.
- 3+ years of experience in financial services, wealth management, or a related role.
- Strong interpersonal and communication skills with a focus on client service.
- Demonstrated ability to prospect, close, and manage client relationships.
- Proficiency in CRM software and financial planning software.
- Self-motivated with a track record of meeting and exceeding sales targets.
Ready to advance your career in finance? Apply today to become part of the Meridian Capital Group family!
Responsibilities
- Conduct comprehensive financial needs analyses and develop tailored wealth management plans for clients.
- Manage and grow a book of business by acquiring new clients and retaining existing ones.
- Execute trades, manage portfolios, and monitor market trends to optimize investment performance.
- Present complex financial concepts in a clear and understandable manner to diverse clients.
- Collaborate with internal teams, including tax and legal professionals, to provide holistic advice.
- Stay current on industry trends, regulatory changes, and investment products.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Candidate must hold or be willing to obtain Series 7, Series 66, and Life Insurance licenses.
- 3+ years of experience in financial services, wealth management, or a related role.
- Strong interpersonal and communication skills with a focus on client service.
- Demonstrated ability to prospect, close, and manage client relationships.
- Proficiency in CRM software and financial planning software.
- Self-motivated with a track record of meeting and exceeding sales targets.