Prefer a local candidate. CFP designation or equivalent. Series 65 and Life & Annuity Licenses required.
WealthTrak is a growing, independent Wealth Management firm in Virginia Beach, VA looking to add a motivated Wealth Advisor associate to our team. This position provides the opportunity to be part of a dynamic firm that has years of experience in Wealth Management, including extensive Insurance and Investment Managementexpertise.Our growth model is built on strategic mergers and acquisitions, in addition to an exclusive referring professional network (CPA’s, Attorneys, etc.). Wealth Advisors with our firm enjoy the benefit of working with existing and established new client sources without the ongoing burden and inconsistency of traditional marketing.
This person will be expected to:
Review and revise current client portfolios including investment analysis and recommendations based on needs, risk assessment and market conditions
Analyze prospective client’s current situation and present comprehensive recommendations
Monitor and re-evaluate financial plans on an ongoing basis
Work with planning software to put together a comprehensive analysis
3+ years of experience is required. Must hold CFP® designation or equivalent along with Series 65 license. Experience in financial planning software is a plus. Insurance experience and licensing a must. Candidates must have outstanding verbal and written communication skills.
This is a great opportunity for a motivated person to join an independent firm and work directly with our team of experienced professionals. Compensation will be based on experience.
Experience & Licenses:
Financial Planning: 3 years (Required)
Successfully acquired new clients
Series 65 (Required)
Life & Annuity License
No calls, please use the APPLY NOW button below.
About WealthTrak Advisors
Our firm, WealthTrak Advisors is a comprehensive wealth management firm established 27 years ago and located in Virginia Beach, VA. We have our own Registered Investment Advisory firm and insurance agency which provides our advisors and their clients the very best resources available in the industry today.