Wealth Management Advisor
3 weeks ago
At Old Point, we are seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing exceptional client service, building strong relationships, and delivering tailored financial solutions to our clients.
Key Responsibilities:- Actively solicit new and existing investment, insurance, annuity, and income solutions from affluent clients and their families.
- Profile prospects and clients to deliver a diversified set of brokerage, investment, and insurance solutions to meet individualized investment needs.
- Regularly review client accounts and financial plans to identify life or economic changes that may necessitate changes in those client plans.
- Leverage internal and external referral sources to increase client book and assets under advisement and/or management.
- Meet or exceed established sales goals while meeting individual client needs and complying with pertinent policies and regulations.
- Broad-based technical knowledge of investments, markets, the economy, and high net worth portfolio management.
- Intermediate level knowledge of MS Office with the ability to learn other job-specific software applications.
- Strong written and oral communication skills and ability to distill and convey information in a compelling manner.
- Skill in adopting technological advancements and facilitating their integration into current and future responsibilities.
- Ability to work collaboratively, communicate effectively, and have positive relationships with customers.
- 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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Wealth Management Professional
3 weeks ago
Norfolk, Virginia, United States Old Point Full timePosition Summary: The Wealth Advisor at Old Point is a registered representative responsible for client acquisition, growth, and servicing by providing a balanced combination of professional investment management and personalized financial advice. The Wealth Advisor shares the organization's commitment to understand, care for, and guide financial decisions...
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Wealth Management Professional
3 weeks ago
Norfolk, Virginia, United States Old Point Full timeJob Summary:The Wealth Advisor is a registered representative responsible for client acquisition, growth, and servicing by providing a balanced combination of professional investment management and personalized financial advice.As a Wealth Advisor at Old Point, you will be a trusted advisor for your clients, understanding their financial needs and offering...
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Wealth Management Professional
3 weeks ago
Norfolk, Virginia, United States Old Point Full timeJob 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...
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