Associate Financial Advisor

ProspectBlue; Virginia Beach (VA); On-site; USD 70,000 - 100,000; Full time

Job summary

ProspectBlue partners with a leading asset management firm to identify an Associate Financial Advisor in Virginia Beach, VA. This role supports the wealth management team, handling client needs, records, and communications in a collaborative environment.

The ideal candidate has 1–5 years in financial advisory, strong organizational and communication skills, and is committed to client service excellence. This is a full-time onsite opportunity in Virginia Beach.

Qualifications

• 1–5 years of prior financial advisory or wealth management experience required.
• Series 7 and Series 63 licenses are required or must be obtained within 12 months of hire date.
• Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
• Extremely well-organized, detail-oriented, and accurate, with the ability to multitask and meet deadlines.
• Highly motivated with excellent verbal and written communication skills.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Ability to work full-time onsite in Virginia Beach, VA.

Responsibilities

• Support financial advisors and the broader wealth management team in serving clients and managing day-to-day client needs.
• Maintain accurate client records, documentation, and account information.
• Assist with client communications, follow-up, and administrative activities.
• Work with internal systems and technology platforms that house customer and account data.
• Maintain organized records and perform basic bookkeeping-related tasks.
• Ensure activities and documentation are completed accurately and in accordance with applicable industry rules and regulations.
• Manage multiple priorities while consistently meeting deadlines and maintaining a high level of accuracy.
• Develop a strong understanding of firm processes, systems, products, and client service practices.

Skills

Strong communication skills

Attention to detail

Organizational skills

Teamwork / collaboration

Multitasking

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Employment Type:

Full-Time, Onsite

Experience:

Minimum of 1–5 years prior experience required

Licenses:

Series 7 and Series 63 highly preferred. Must be obtained within 12 months of hire date.

About the Opportunity:

ProspectBlue is partnering with a leading asset management firm to identify an Associate Financial Advisor to join its growing wealth management team in Virginia Beach, VA.

This is an excellent opportunity for a motivated financial professional who is looking to grow their career within a collaborative, client-focused wealth management environment. The ideal candidate will bring strong organizational skills, attention to detail, excellent communication abilities, and a commitment to delivering a high level of service.

A portable book of business is not required for employment consideration.

Key Responsibilities:

• Support financial advisors and the broader wealth management team in serving clients and managing day-to-day client needs.
• Maintain accurate client records, documentation, and account information.
• Assist with client communications, follow-up, and administrative activities.
• Work with internal systems and technology platforms that house customer and account data.
• Maintain organized records and perform basic bookkeeping-related tasks.
• Ensure activities and documentation are completed accurately and in accordance with applicable industry rules and regulations.
• Manage multiple priorities while consistently meeting deadlines and maintaining a high level of accuracy.
• Develop a strong understanding of firm processes, systems, products, and client service practices.

Qualifications:

• 1–5 years of prior financial advisory or wealth management experience required.
• Series 7 and Series 63 licenses are required or must be obtained within 12 months of hire date.
• Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
• Extremely well-organized, detail-oriented, and accurate, with the ability to multitask and meet deadlines.
• Highly motivated with excellent verbal and written communication skills.
• Proficiency in Microsoft Outlook, Word, and Excel. Ability and willingness to learn and master computer programs and systems that house customer data.
• Ability to understand and adhere to industry rules, regulations, and compliance requirements.
• Professional demeanor with a strong commitment to client service and teamwork.
• Ability to work full-time onsite in Virginia Beach, VA.

Why Join the Team?

This role offers the opportunity to join a growing wealth management team within a leading asset management organization, while building valuable experience in financial advising, client service, and wealth management operations. Candidates who are eager to develop professionally and contribute to a high-performing team are encouraged to apply.