Wealth Management Advisor

5 days ago


Norfolk, Virginia, United States Old Point Full time
Job Title: Wealth Advisor

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 expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and circumstances.
  • Provide ongoing financial guidance and advice to clients, helping them navigate complex financial decisions and stay on track with their goals.
  • Build and maintain strong relationships with clients, understanding their financial needs and preferences, and delivering tailored solutions to meet those needs.
  • Stay up-to-date with market trends and economic conditions, using this knowledge to inform financial planning and advice.
  • Collaborate with other financial professionals to ensure seamless delivery of financial services to clients.
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 CFP or CFA.
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

Old Point is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees and job applicants.



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