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Investment Advisory Specialist

2 months ago

Suffolk, Virginia, United States Financial Growth Partners Full time

Position Overview:

Are you dedicated to enhancing the financial well-being of others?


We are seeking compassionate, dynamic, and seasoned Advisors to expand our presence in the Mid-Atlantic region with individuals who align with our mission and values.

The Wealth Management Advisor position is primarily focused on investment-related sales, with a pathway into the Insurance sector.

Key Responsibilities

Main Duties:

  • Develop, nurture, and maintain a portfolio of affluent, intricate investors by pinpointing value-added financial products and services, acquiring client assets from external sources, and fostering additional business through referrals.
  • Enhance customer loyalty and drive referrals from existing clients to create new acquisition opportunities.
  • Evaluate and devise comprehensive investment strategies for wealth management clients, consistently revising account objectives to align with client needs.
  • Establish meaningful connections with clients to proactively manage their evolving circumstances through various life stages and facilitate generational wealth transfer.
  • Deliver insightful, relevant, and timely communications to the entire client portfolio.
  • Collaborate with a team of financial planning associates, insurance professionals, and service support staff.
  • Exhibit a strong commitment to adhering to all regulatory standards.
  • Enhance the Financial Growth Partners' brand and wealth management offerings in a competitive landscape.

Candidate Qualifications

Essential Requirements:


  • Must be a US citizen or permanent resident

  • Must reside within the designated territory
  • A four-year college degree is strongly preferred
  • Possession of Series 7, 66, (or 63 and 65) and relevant state insurance licenses
  • Exceptional interpersonal skills and proficiency in face-to-face relationship building
  • No more than two broker-dealers in the past decade

What We Offer:

  • Access to tools and technology to effectively gather, manage, and service your clients.
  • Comprehensive development and training opportunities—locally, virtually, and nationally—to support your professional growth.
  • Resources to assist in marketing and expanding your practice while communicating efficiently with current and prospective clients.
  • Mentorship and collaborative work opportunities.
  • Outstanding service and support.
  • A competitive benefits package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance, among others.
  • Leadership and career advancement opportunities, including tuition reimbursement and ongoing education options.
  • The Financial Growth Partners' and Guardian FR contract includes a draw; experienced FRs in their initial four years typically earn between $90,000 to $100,000 annually, encompassing first-year and renewal commissions; renewal commissions commence in the second year.