Financial Advisor HarborPoint Wealth Partners Virginia Beach, VA Job Details Full-time $45,000

• $75,000 a year 1 hour ago Benefits Paid training Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Retirement plan Qualifications Financial planning Financial sales CFP Bachelor's degree Investment client management Series 65 Estate planning Full Job Description HarborPoint Wealth Partners (a DBA of Henderson Financial Group LLC) is a growing Registered Investment Advisor (RIA) dedicated to a fiduciary standard of care and doing what is right for our clients.

We are looking for a professional team member to join our team as a Financial Advisor, providing client service and sales to an existing group of clients. This successful individual would also utilize their existing client building skills to bring in new business, and be compensated for doing so. Our practice offers an exciting yet rigorous challenge of financial, retirement, tax planning, retirement distribution, estate and long-term care planning focused work. The successful candidate has been working with retirees for at least 3 years, and is familiar with asset distribution strategies, long-term care, estate planning, retirement planning, social security, pensions and investment account service. Experience with major custodians such as Schwab and LPL are a plus. The ideal candidate will possess or be willing to obtain:

• Series 65
• Certified Financial Planner(R) certification (preferred, not required; must be willing to obtain)
• Ability to work quickly with a high degree of accuracy
• Ability to learn and work independently with very little oversight and handholding
• Ability to be a dependable contributory team member
• Desire to learn how multiple financial products fit together in the context of an integrated financial plan
• Strong moral values We offer a competitive compensation package to include base salary, shared advisory fees, bonuses, health, dental and vision insurance, paid vacation and 401(k) retirement plan with company match.

Our practice serves clients on both the Southside and Peninsula, as well as several other states across the country and internationally. We are looking for someone we can trust to manage relationships with those who place their trust in us for their financial well being.

Job Type:

Full-time Pay:

$45,000.00

• $75,000.

00 per year

Benefits:

Dental insurance Health insurance Paid time off Paid training Retirement plan Vision insurance

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Financial planning: 1 year (Preferred)

Location:

Virginia Beach, VA 23462 (Preferred) Ability to

Relocate:

Virginia Beach, VA 23462: Relocate before starting work (Required)

Work Location:

In person