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Job Title Wealth/ Financial Advisor
Date Posted 7/14/2020
Location Norfolk, VA
Degree Required Bachelors in Finance
Min Salary $50.00
Max Salary $200.00
Job Type Full-Time Regular
Min Experience 4 Years
Position Id EB-3032786868
Job Description An outstanding, full-time job opportunity is available for a Wealth/ Financial Advisor with strong investment management and insurance expertise with a well-established and growing firm located near Norfolk, VA area. This is an employee-oriented company that offers a competitive base salary/ draw + lucrative commission and a strong array of other benefits and perks (including health, 401K, etc).

Duties & Responsibilities:
  • Serve as the client facing advisor and be responsible for all ongoing communication
  • Review/ revise client portfolios to make appropriate financial planning recommendations
  • Make recommendations based on client’s needs, tolerances to risk and marketing conditions
  • Responsible for scheduling appointments, meeting with clients, analyzing clients' information, making product recommendations (both investment and insurance) and providing ongoing service

Required Work Experience/Skills:
  • 4+ years of experience within Wealth/ Financial advising industry and have the ability to transfer and accumulate assets
  • Bachelor’s degree in Finance or related field is preferred
  • Series 65 and Life & Annuity Licenses required
  • CFP (Certified Financial Planner) Designation is a MUST


If interested and QUALIFIED, please send resume in Microsoft Word format to: michaeld@etechhi.com