Wealth Management Advisor

1 week ago


Chester, Virginia, United States The Old Point National Bank Full time
Job Title: Wealth Advisor

At The Old Point National Bank, we are seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Provide expert advice on investment management, asset allocation, and wealth transfer strategies.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering personalized service.
  • Stay up-to-date with market trends, economic conditions, and regulatory changes, and communicate this information to clients in a clear and concise manner.
  • Collaborate with internal teams, including investment management, banking, and insurance, to provide a holistic view of clients' financial situations.
Requirements:
  • Bachelor's degree from a four-year college or university.
  • FINRA Series 7, Series 66 (preferably) or Series 63, and Virginia Life and Health Insurance licensing.
  • Minimum of three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Additional professional designations preferred, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and/or Chartered Retirement Planning Counselor (CRPC).
What We Offer:
  • Generous Paid PTO
  • 11 Paid Holidays
  • Medical, Dental and Vision
  • Health Savings Account with Company Match
  • Flexible Spending Account
  • Free Short-term and Long-term Disability
  • Employee Assistance Program
  • Free Life Insurance
  • 401K with Company Match
  • Company Stock Purchase


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