Financial Planner

Job overview

The Financial Planner role is onsite in Virginia Beach, VA, with base compensation of $90,000–$110,000 annually. The position reports to the Branch Office Manager of Cary Street Partners’ Virginia Beach office. The planner works with Financial Advisors to develop and present plans, maintain client relationships and accounts, and monitor progress toward client goals. The role supports personalized financial planning while maintaining data integrity, client service, and industry, SEC, and firm compliance standards.

What you'll do

• Meet with clients and prospects alongside Financial Advisors
• build and maintain client relationships
• communicate about changes in client circumstances and goals
• participate in client meetings and document follow-up
• coordinate with CPAs and estate attorneys
• assess investments, savings, tax, retirement, and estate planning needs and risk tolerance
• collaborate on portfolio design and trading
• develop plans using eMoney and BlackDiamond
• prepare annual review materials, proposals, client books, and presentations
• meet compliance standards
• maintain qualifications and continuing education.

What we're looking for

Skills & competencies

financial planner

virginia beach va

cary street partners

$90,000–$110,000/year

financial planning

client relationships

portfolio design

retirement planning

estate planning

emoney

blackdiamond

sec compliance

travel

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree and at least three years of experience in financial services, financial planning, or asset management. CFP certification is strongly preferred. The posting notes willingness to travel.

About the employer

Cary Street Partners Financial LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.