CFP-Certified Financial Advisor

Accurate Capital And Wealth; Glen Allen (VA); On-site; USD 45,000 - 65,000; Full time

Job summary

Accurate Capital And Wealth in Glen Allen, Virginia, is seeking an experienced financial advisor who excels in providing excellent service to help clients meet their financial goals. The ideal candidate will have a proven track record in developing long-term advisor relationships, excellent communication skills, and a keen attention to detail.

This position requires proficiency in financial planning software and relevant licenses, including CPA and CFP, along with a Bachelor’s degree in finance. The compensation is between $45,000 – $65,000 yearly.

Qualifications

• Proficiency in MS Office, Google Suite, CRM systems, and financial planning software is preferred.
• Success as a financial planner, personal financial advisor, financial analyst, or consultant is desired.
• CPA license, CFP license, and FINRA Series 7 and 66 are required.
• Bachelor’s degree in finance, business administration, or related field is required.
• Relevant knowledge of financial products and tax regulations is vital.

Responsibilities

• Create customized financial plans based on client needs.
• Aid clients in implementing financial recommendations.
• Develop financial advice strategies based on risk tolerance.
• Build strong relationships with clients as their trusted advisor.
• Provide exceptional customer service to existing clients.

Skills

Communication skills

Proficiency in MS Office

Proficiency in Google Suite

CRM systems

Financial planning software

Education

Bachelor’s degree in finance or business administration

CPA license

CFP license

Job description

Accurate Capital And Wealth in Glen Allen, Virginia, is seeking an experienced financial advisor who excels in providing excellent service to help clients meet their financial goals. The ideal candidate will have a proven track record in developing long-term advisor relationships, excellent communication skills, and a keen attention to detail.

This position requires proficiency in financial planning software and relevant licenses, including CPA and CFP, along with a Bachelor’s degree in finance. The compensation is between $45,000 – $65,000 yearly.