Financial Advisor
Location: VIRGINIA BEACH, VA
Job Type: fulltime
Company: Lee Hudson - State Farm Agency
Salary: $80000.0 - $150000.0 per year
Category: Financial Services
Job Description Apply Now
If you are passionate about helping individuals and families achieve their financial goals, consider joining our dynamic team as a Financial Advisor. This full-time opportunity will allow you to leverage your Series 6, 63, and 65 licenses and proven experience in investments, annuities, and wealth advisory services. As a Financial Advisor, your role is pivotal in guiding clients through the complexities of financial planning, helping them manage risks, and making sound investment decisions. Working within a supportive and growth-oriented environment, you will serve as a trusted resource for clients, providing comprehensive financial guidance and fostering long-lasting relationships.
As a Financial Advisor, you will consult with clients to understand their unique financial situations and develop tailored strategies to help them achieve their objectives. Your expertise in portfolio management, asset allocation, and regulatory compliance will ensure that clients receive well-informed recommendations. By conducting thorough financial reviews, you will identify opportunities for clients to grow and protect their wealth, all while maintaining the highest standards of ethical conduct and professionalism.
In this role, you will benefit from a collaborative culture that values ongoing training and development. With access to a range of financial products and resources, you will be positioned to deliver comprehensive financial solutions that address the diverse needs of clients. The opportunity for advancement and professional growth is significant, making this an ideal role for motivated individuals looking to build a rewarding career in financial services.
Our agency is committed to supporting your success through a competitive base salary, performance-based bonuses, and a robust benefits package. This includes 401(k) matching, dental and health insurance, vision coverage, paid time off, parental leave, and flexible scheduling options. As you contribute to the agency’s mission of providing exceptional financial guidance, you will also have the chance to further develop your skills and advance within the organization.
The agency is dedicated to fostering an inclusive and equitable workplace where all team members are valued and empowered to succeed. We encourage individuals from all backgrounds to apply and join us in making a positive impact in the community. If you are ready to take the next step in your financial services career and are eager to help clients achieve financial security, we invite you to apply for the Financial Advisor position by clicking the job application button today.
Financial Advisor - Summary- Consults with clients to provide comprehensive financial planning and investment advice.
- Utilizes Series 6, 63, and 65 licenses to recommend suitable financial products and services.
- Works as part of a collaborative and supportive agency team committed to excellence in client service.
- Drives long-term client relationships through integrity, expertise, and proactive financial guidance.
- Consult with clients on financial planning, investment options, and risk management strategies.
- Assist clients with portfolio management, including asset allocation and diversification.
- Conduct comprehensive financial reviews and recommend appropriate products to meet client needs.
- Maintain strict compliance with industry regulations and internal policies.
- Educate clients on available financial products and their benefits.
- Develop and implement individualized financial strategies for clients at various life stages.
- Participate in ongoing training and professional development initiatives.
- Build and nurture long-term relationships with clients to support their evolving financial goals.
- Competitive base salary with additional performance-based bonus opportunities.
- 401(k) retirement plan with employer matching.
- Comprehensive dental, health, and vision insurance.
- Paid time off and parental leave to support work-life balance.
- Flexible scheduling options and opportunities for career advancement.
- Access to ongoing training and professional development resources.
- Minimum of 3 years of experience in financial services, investments, or wealth advisory.
- Active FINRA Series 6, 63, and 65 licenses required.
- Strong analytical, communication, and client consultation skills.
- Demonstrated experience with portfolio management and asset allocation strategies.
- Commitment to maintaining compliance with financial regulations and ethical standards.
- Ability to work collaboratively within a team environment.
- Motivated self-starter with a passion for helping clients achieve financial security.
- Proven track record in providing financial advisory and investment planning services.
- Strong interpersonal skills and the ability to build lasting client relationships.
- Analytical thinker with keen attention to detail and regulatory compliance.
- Willingness to participate in ongoing professional development and training.
- Opportunities for advancement within the agency for high-performing team members.
- Comprehensive training and development programs to enhance your skills and knowledge.
- Positive mention: Working in Virginia Beach, VA provides access to a vibrant and supportive community, offering an excellent environment for personal and professional growth.
- This position is committed to equal employment opportunity and creating an inclusive, diverse workplace.
Ready to advance your career as a Financial Advisor? Click the job application button and join our team today!