Wealth Management Professional
3 weeks ago
Job Summary:
The Wealth Advisor role at Old Point is a dynamic opportunity for a registered representative to excel in client acquisition, growth, and servicing. As a trusted advisor, you will provide a balanced combination of professional investment management and personalized financial advice to affluent clients and their families.
Key Responsibilities:
- Actively solicit new and existing investment, insurance, annuity, and income solutions from clients and their families using an advice-based approach to financial solutions.
- Profile prospects and clients to deliver a diversified set of brokerage, investment, and insurance solutions to meet individualized investment needs.
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.
Benefits:
- 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
Working Conditions:
The work environment is typically indoors and in an office setting. The noise level within the work environment is typically moderate.
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