Financial Advisors
Heritage Financial Partners
Norfolk, VA
Temporary
Finance
Posted on January 9, 2022
The firm is seeking qualified, experienced Financial Advisors (2-5 years in the business) to join their organization and partner on opportunities for growth in providing comprehensive wealth management solutions to clients. This is a fantastic opportunity to continue to build your practice within a structured program with access to outstanding market and growth opportunities.
In addition to a strong financial model, the firm will provide you with coaching and mentorship to help you define a path to success and work with clients to help them achieve their financial goals.
Primary Duties and Responsibilities
- Maintain own book of business while adding capacity and leveraging potential opportunities
- Provide fee based Financial Planning Solutions based on the identified risk tolerance, cash flow strategies and appropriate risk and retirement management needs
- Provide fee-based consultation solutions pursuant to client personal and/or business financial objectives.
- Develop a thorough understanding of each client's financial situation in order to create and deliver suitable investment strategies
- Provide both verbal and written plans to communicate the recommended solutions following firm guidelines
- Promote professional development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry
- Stay abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of investments and financial services
- Maintain all required licenses and designations
- Maintain an in-depth understanding of compliance, regulatory and departmental policies and procedures