Financial Advisor

Virginia Asset Management; Virginia; In loco; USD 70.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Office space

Laptop

Staff support

Dedicated transition support

Broker-dealer platforms

Descrizione del lavoro

Virginia Asset Management, LLC in Virginia is seeking a Financial Advisor who can build and lead a personal advisory practice while helping clients achieve financial security. You will collaborate with a supportive network and leverage diverse products with no proprietary sales requirements.

You should be entrepreneurial, sales-driven, and committed to ongoing education as you develop your practice, mentor colleagues, and expand the firm’s client base across the region.

Competenze

• Excellent interpersonal and sales skills.
• Entrepreneurial mindset with commitment to success.
• Ability to build and manage a financial advisory practice.

Mansioni

• Help clients and businesses become financially secure through planning and guidance.
• Develop and grow a personal advisory practice with firm support.
• Provide ongoing financial planning, investments, and insurance solutions.

Conoscenze

Interpersonal skills

Sales abilities

Entrepreneurial mindset

Commitment to client service

Formazione

FINRA Series 7 registrations

FINRA Series 66 registrations

State Life/Health/Annuity license

Strumenti

Broker-dealer platforms

Investment advisory platforms

Descrizione del lavoro

Job Description

As a Financial Advisor at Virginia Asset Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can:

• Help people and businesses become financially secure. Make an impact by inspiring others to take action
• Earn unlimited income. There are no caps on how much you can make at Virginia Asset Management
• Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule
• Be a lifelong learner. Financial services are constantly changing, and you can be part of a dynamic, always evolving industry
• Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss

Advisors with Virginia Asset Management have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including fee-based financial planning, employee benefits solutions, insurance, investments, and qualified plans; additionally, there are no proprietary product sales requirements.

Who we are seeking:

• Someone with excellent interpersonal skills and sales abilities
• Someone who believes in financial products and services
• Someone who demonstrates determination and commitment
• An entrepreneur who takes pride in his or her work

Preferred: (but not required)

• Prior sales success
• Leadership experience
• Solid understanding of the financial planning process and needs analysis
• FINRA Series 7 & 66 registrations
• State Insurance License – Life/ Health/Annuity
• We cater to each individual and will customize a package based on experience

FOR EXPERIENCED ADVISORS:

• Competitive payouts
• Office space, laptop, staff support provided at no cost
• Dedicated transition support
• Vast array of broker dealer & investment advisory platforms
• Succession planning
• Opportunity to teach workshops through firm led programs
• Ability to mentor or build a team with candidates sourced by firm

FOR INEXPERIENCED ADVISORS:

• Training which includes licensing exam study materials
• Paid apprenticeship and a 48-month paid Residency
• Office space, laptop, staff support provided at no cost
• Mentor relationships
• Product specialist support

Virginia Asset Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their financial planning practice to the next level and/or develop a leadership role in the firm. We are Veteran and Career Changer friendly.

Becoming a Financial Advisor at Virginia Asset Management is not just another job; it’s a rewarding, lifelong career.

COMPANY DESCRIPTION:

Under the leadership of Michael R. White and Christopher E. Williams, Virginia Asset Management specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in Midlothian and has additional office locations throughout Virginia, Raleigh, NC, and Aliquippa, PA.

We’re everything you want your financial services company to be. As an independent firm, we can provide you with sound, comprehensive financial solutions tailored to your unique situation. Many of our advisors have been here since the firm inception in 1986, so you can rest assured knowing that you are receiving quality financial advice and services from a tenured group of experts.

• Our mission is to build relationships that last a lifetime
• Our vision is to be recognized and respected as a premier financial services firm by providing professional advice, quality products and excellent service
• Our relationship with Cetera Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company and broker dealer firm

Company Description

Virginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division.