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Wealth Management Consultant

2 months ago

Richmond, Virginia, United States Virginia Asset Management Full time
Wealth Management Consultant at Virginia Asset Management

Become a part of our dynamic team as a Wealth Management Consultant at Virginia Asset Management, where you can shape your career while making a significant difference in the lives of others.

Key Responsibilities:

  • Assist individuals and organizations in attaining financial stability
  • Benefit from limitless earning opportunities
  • Enjoy the flexibility to focus on what is most important to you
  • Engage in continuous education within a fast-paced sector
  • Operate your own practice with the support of a collaborative network

As a member of our organization, you will receive access to a dedicated support team, a diverse array of competitive products and services, and reimbursement for professional certifications such as AIF and CFP.

Ideal Candidate Profile:

  • Excellent interpersonal and sales abilities
  • Confidence in financial products and services
  • Proven determination and dedication
  • Previous sales experience (preferred but not mandatory)
  • Leadership background (preferred but not mandatory)
  • Knowledge of financial planning and needs assessment
  • FINRA Series 7 & 66 registrations
  • State Insurance License – Life/Health/Annuity

Advantages for Seasoned Advisors:

  • Attractive commission structures
  • Provision of office space, laptop, and administrative support
  • Assistance with transitions and succession planning
  • Access to a variety of investment platforms
  • Opportunities for workshops and mentorship

Advantages for New Advisors:

  • Thorough training and support for licensing examinations
  • Paid apprenticeship with a 48-month Residency program
  • Provision of office space, laptop, and administrative support
  • Mentorship opportunities and product specialist assistance

If you are looking for a rewarding career as a Wealth Management Consultant, Virginia Asset Management is the ideal place for you.

COMPANY OVERVIEW:

Virginia Asset Management, under the leadership of Michael R. White and Christopher E. Williams, focuses on customized wealth management solutions for individuals and businesses. Our firm is committed to delivering personalized financial strategies and has been a reliable advisor since 1986. With multiple office locations, we provide the backing of a well-established financial services organization while maintaining our independent status.

Our mission is to cultivate enduring relationships, our vision is to be a leading financial services firm, and our partnership with Cetera Financial Services, Inc. guarantees that we offer professional guidance and high-quality products. Take the next step in your financial advisory journey with Virginia Asset Management.