Financial Advisor

Norman Alex; Virginia (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

Norman Alex seeks mid- to senior-level financial advisors for the bank brokerage channel or independent platforms, with a Virginia Beach focus to serve as a legacy advisor for a senior FA. The role emphasizes delivering personalized investment solutions and creating comprehensive financial plans.

The ideal candidate has a Finance-related degree, 5+ years in the industry, and a strong understanding of investments, with excellent interpersonal and planning skills.

Qualifications

• Bachelor's degree in Finance or related field is required.
• Strong understanding of the investment business is essential.
• Excellent interpersonal skills and client service orientation.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Financial planning

Client relationships

Attention to detail

Education

Bachelor's degree in Finance or related field

Job description

Largest private bank in the southeast is seeking to add FA's to their brokerage channel in:

$75MM+ in AUM

Opportunities for mid-senior level advisors in a bank channel or independent platform.

We are also recruiting for an advisor in Virginia Beach to serve as a legacy advisor to a senior FA.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

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