The Associate Financial Advisor provides financial assistance to existing clients and ability to continue building relationships based on knowledge of investment and tax strategies, securities, insurance, retirement plans, and real estate holdings.
Summary of responsibilities
Comfortable assisting established clientele, strong ability to continue building business and relationships.
Meets with existing clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning.
Based on analysis of financial data, develops strategies and plans to help clients meet financial goals.
Monitors plan performance for clients; realigns and redistributes funds to maintain objectives.
Maintains knowledge of new and emerging investment trends and opportunities.
Builds additional skills and knowledge in the industry including obtaining licenses and certifications as appropriate.
Performs other related duties as required.
To qualify for the position of a Financial Advisor, we desire:
Bachelor’s degree in Finance, Economics, Business or related field
2-5 years of related experience preferred
Series 7, 66, 63, 65 or equivalent preferred
Wisconsin Life and Health license preferred
CFP or CFA designation/candidacy or equivalent preferred
Self-starter who is organized and an excellent communicator
Entrepreneurial in spirit, eager and able to thrive in a fast paced and growing firm
Ability to manage multiple projects and meet deadlines and deliverables
Enthusiasm and professionalism is a Must
Additional Salary Information: Benefits
•Salary commensurate with experience and skills.
• Medical, Dental and Vision
•Multiple Paid Holidays
• 401(k) with profit sharing
•Incentive Compensation for designations(CFA, CFP etc.)
About Clarke Financial Management
Clarke Financial Management provides comprehensive financial planning and wealth management solutions to high net worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and a team centric environment in which everyone can contribute, develop relationships and assist in growing the firm. We have an immediate opportunity for an Associate Financial Advisor. The position is based in Virginia Beach, VA .