Senior Financial Advisor: Wealth Planning & Investments

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

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.