Client-Focused Financial Planner

Cary Street Partners; Virginia Beach (VA); On-site; USD 70,000 - 95,000; Full time

Job summary

Cary Street Partners is seeking a Financial Planner to support Financial Advisors in Virginia Beach. You will help prepare and present financial plans, monitor progress toward client goals, and maintain data integrity and compliance across client accounts.

Responsibilities include client meetings, meeting planning, and collaboration with CPAs and estate attorneys to deliver a cohesive family-office experience. Strong communication and teamwork are essential.

Qualifications

• Three years’ experience in financial services, planning, or asset management.
• CFP certification strongly preferred.
• Knowledge of SEC rules and procedures.

Responsibilities

• With the Financial Advisor, meets clients and prospects to discuss financial planning and services.
• Builds and retains client relationships by exceeding expectations.
• Assists with portfolio design and coordinates with the trading process.

Skills

Client relations

Financial planning

Communication

Compliance

Team collaboration

Education

Bachelor's degree

CFP certification

Tools

eMoney

BlackDiamond

CRM systems

Job description

Cary Street Partners is seeking a Financial Planner to support Financial Advisors in Virginia Beach. You will help prepare and present financial plans, monitor progress toward client goals, and maintain data integrity and compliance across client accounts.

Responsibilities include client meetings, meeting planning, and collaboration with CPAs and estate attorneys to deliver a cohesive family-office experience. Strong communication and teamwork are essential.