Financial Advisor
Compensation
From $65k /yr
Employment type
Full-time
Work setting
On-site
Location
Glen Allen, VA
Schedule
Day shift
Posted
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Job overview
The Financial Advisor role is onsite in Glen Allen, VA. Compensation is $45,000–$65,000 per year. Accurate Capital and Wealth says it helps families protect and grow their retirement through customized, holistic financial planning.
What you'll do
- Create customized financial plans
- help clients implement recommendations involving savings plans, life insurance, mutual funds, and other financial products
- develop strategies aligned with client risk tolerance and objectives
- build relationships with new clients and prospects
- and provide service and track client communications and advice.
What we're looking for
- Skills & competencies
- financial advisoronsiteglen allen vafinancial planningclient relationshipsretirement planninginvestment productscpacfpfinra series 7finra series 66$45k–$65k
- Work arrangement
- Weekend coverage required
Why this role
The posting requires a CPA license, or CFP certification and FINRA Series 7 and 66; it also requires a bachelor’s degree in finance, business administration, or a related field.
About the employer
Accurate Capital And Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 84e71ba4-d25d-4861-928d-7d72821424b6