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

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long‑term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail.

Responsibilities

• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Requires a Bachelor’s degree in finance, business administration, or related field
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital

Compensation

$45,000 - $65,000 yearly