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Financial Advisor
Location: VIRGINIA BEACH, VA
Job Type: fulltime
Company: Lee Hudson - State Farm Agency
Salary: $80000.0 - $120000.0 per year
Category: Financial Services
Are you passionate about helping individuals secure their financial futures? We invite you to join a dynamic team as a Financial Advisor. In this pivotal role, you will leverage your expertise in financial planning and wealth management to guide clients towards informed decisions, ensuring they are well-equipped to manage life’s everyday financial risks and plan for long-term success. The Financial Advisor position is a key opportunity for those with a consultative approach, a strong sales mindset, and a deep understanding of financial products. You will be instrumental in providing high-quality service, fostering trusted client relationships, and supporting the agency’s growth and reputation for excellence.
As a Financial Advisor, you will consult with clients to understand their unique financial situations and goals. Your role involves conducting thorough financial reviews, offering tailored investment and asset allocation strategies, and recommending suitable financial products. Your analytical capabilities and up-to-date knowledge of industry regulations ensure that you offer compliant, effective solutions at every stage of the customer journey.
This full-time position offers a supportive environment with access to ongoing training and development programs, enabling continuous professional growth. The agency values diversity, inclusion, and the opportunity for advancement, supporting your career ambitions while maintaining a strong commitment to ethical business practices and client satisfaction.
Working as a Financial Advisor not only allows you to impact clients’ lives positively but also provides competitive compensation, a comprehensive benefits package, and a collaborative workplace culture. If you are driven to achieve results, possess strong communication skills, and are motivated by the opportunity to make a meaningful difference, this is the perfect role for your next career step.
No matter your background, if you meet the qualifications and are eager to grow in the financial services industry, we encourage you to apply now by clicking the job application button and take the next step in your professional journey.
Financial Advisor - Summary
- Guide clients in making informed financial decisions by leveraging your expertise in investment, insurance, and financial planning products.
- Serve as a knowledgeable consultant, conducting in-depth needs analysis and portfolio reviews for new and existing clients.
- Ensure all recommendations and actions are compliant with current financial industry regulations and standards.
- Participate in ongoing training and professional development to stay current with industry trends and best practices.
Duties & Responsibilities
- Consult with clients on financial planning, investment opportunities, and risk management strategies.
- Assist clients with effective portfolio management and asset allocation tailored to their individual goals.
- Conduct detailed financial reviews to evaluate clients’ needs and recommend appropriate products and services.
- Maintain thorough knowledge of financial products and services to provide accurate, relevant advice.
- Ensure compliance with all applicable financial regulations and internal policies.
- Foster strong, lasting relationships with clients through excellent service and regular follow-up.
- Stay informed about industry changes, market trends, and new product offerings.
Salary & Benefits
- Base salary with additional performance-based bonuses
- 401(k) matching to help you plan for your own financial future
- Comprehensive health, dental, and vision insurance plans
- Paid time off and parental leave to support work-life balance
- Flexible schedule options
- Opportunities for advancement and professional growth
- Extensive training and development programs
Qualifications & Requirements
- Minimum of 3 years’ experience in financial services or related fields
- Strong analytical, communication, and consultative skills
- Hold active FINRA Series 6, 63, and 65 licenses (or equivalent)
- Demonstrated ability to work independently and as part of a collaborative team
- Commitment to maintaining high ethical standards and compliance with industry regulations
Ideal Candidate Snapshot
- Client-focused individual with a passion for educating and helping others achieve financial stability
- Proactive, results-driven professional who thrives in a fast-paced environment
- Excellent interpersonal skills and a consultative sales approach
- Adaptable to changing industry trends and client needs
- Dedicated to lifelong learning and continuous professional improvement
Other Relevant Information
- Flexible work-from-home options may be available, supporting a modern work-life balance
- Competitive compensation ranging from $80,000 to $120,000 annually, based on experience and performance
- Inclusive and supportive agency culture, with a strong focus on diversity and equal opportunity employment
- All applications are considered without regard to race, color, religion, gender, national origin, age, disability, or veteran status
- Apply now by clicking the job application button to take the next step in your career as a Financial Advisor