Financial Solutions Advisor: Personal Wealth Planning

Jobtailor; Richmond (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a client-focused financial services professional in Richmond, VA to deliver tailored financial advice and build comprehensive plans using brokerage, banking, and money management solutions.

The role emphasizes risk-aware recommendations, licensing and regulatory compliance, and ongoing relationship development with clients and referrals. A strong track record in collaboration and time management is beneficial.

Qualifications

• Requires licensed or soon-to-be licensed in financial services.
• Proven ability to build client relationships and assess needs.
• Experience navigating diverse financial products and regulatory requirements.

Responsibilities

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals.
• Triage client leads and requests; meet with clients to review goals and recommend products.
• Build financial plans using brokerage, banking, and money management solutions.
• Suggest banking and investment strategies aligned with client goals and risk tolerance.
• Identify and engage potential new clients through referrals or existing clientele.
• Complete required licenses and trainings and maintain SAFE Act registration.

Skills

Financial Planning

Investment Strategies

Brokerage Products

Banking Solutions

Money Management

Client Needs Assessment

Triage Client Leads

Residential Mortgage

Time Management

Technology Adaptation

Self-Discipline

Collaboration

Results-Driven

Effective Communication

Adaptability

Education

High School Diploma

Bachelor's degree

FINRA SIE

SAFE Act registration

Job description

Jobtailor is seeking a client-focused financial services professional in Richmond, VA to deliver tailored financial advice and build comprehensive plans using brokerage, banking, and money management solutions.

The role emphasizes risk-aware recommendations, licensing and regulatory compliance, and ongoing relationship development with clients and referrals. A strong track record in collaboration and time management is beneficial.