Job Description
Join our award-winning Richmond wealth management team as a Financial Advisor and transform lives through strategic financial planning. We're seeking a driven professional to serve high-net-worth clients in Virginia's growing capital region. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment where your expertise directly impacts client success. This urgent opening requires immediate start – apply today to secure your future in finance!
Responsibilities
- Develop personalized financial strategies for 50+ high-net-worth clients
- Manage investment portfolios with $50M+ AUM across diverse asset classes
- Drive new client acquisition through targeted networking and referrals
- Conduct comprehensive risk assessments and retirement planning
- Maintain FINRA Series 7/66 compliance and regulatory documentation
- Leverage CRM systems for client relationship management
- Collaborate with tax/legal professionals for holistic solutions
Qualifications
- 5+ years in financial services/advisory role
- Active CFP or CFA designation strongly preferred
- FINRA Series 7 & 66 licenses (required)
- Proven track record of $1M+ annual production
- Exceptional presentation and negotiation skills
- Experience with financial planning software (e.g., MoneyGuidePro)
- Strong Richmond professional network
- Bachelor's degree in Finance/related field