Senior Financial Consultant--Wealth Management (VA Beach Market)

Position Accountabilities

Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.

Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all advisory relationships.

Acquire, expand and maintain client relationships through, business development, client networking and partnering with internal lines of business.

Purchase and sell securities to corporations, banks, individuals, partnerships, foundations or trust customers which meet their needs and/or when customer objectives change or need arises.

Position Qualifications

• Education & Experience: Bachelor’s degree, in a business related discipline preferred; Minimum of five years of experience in investment services industry; FINRA registrations to include Series 7 and Series 66 (or Series 63and 65 in lieu of Series 66); State of Virginia life insurance and annuities licenses; AWMA or CFP designations preferred.
• Knowledge & Skills: In-depth knowledge of investment concepts, terminology, procedures and related regulations; Demonstrated ability to sell and negotiate financial products; Proficient computer skills relevant to Microsoft Office Suites and on-line systems; Advanced math and analytical skills with the ability to perform complex mathematical calculations; Excellent customer service skills; Excellent written, oral, interpersonal, and negotiating skills with the ability to recognize and respond to sales opportunities and deliver persuasive sales presentations.