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Licensed Wealth Management Advisor

2 months ago

Virginia Beach, United States The Piedmont Group Full time
Description

Want a $28 million book of clients to work? We are seeking a local licensed financial advisor who is looking for a salary plus commission role. Our Virginia Beach location is looking to pay a licensed financial advisor, a salary plus 10% commission, to work existing accounts totaling $28 Million. This is an opportunity to join an established firm and gain mentorship from top advisors. This role has full benefits, including medical, dental, 401k, Profit sharing, and a Cash Balance Pension Plan. Are you ready to grow your practice and leave your legacy? Apply & explore The Piedmont Group. Compensation is a reflection of the base salary plus commission.

Responsibilities

•Assist an experienced financial advisor tend to accounts that aren't being contacted
•You will tend to these accounts and proliferate new business from 1311 households
•In addition to a base salary, you will be paid 10% of commission on any new business that is generated from these household accounts

Qualifications

•You must have a market and some success closing new business
•Must have at least 1-4 years of experience in the wealth management industry
•This is an in-office position and you must live in the Virginia Beach area/or be in the process of relocating to VA Beach
•An ideal candidate would be fully licensed (Series 6/63/65 or Series 7/66 with Life and Health License), have 2-4 years of experience in the financial planning industry, and have an existing market