VP, Financial Consultant - Richmond, VA

Role responsibilities

As a Financial Consultant, you will provide holistic financial guidance to clients, helping them navigate their financial decisions. You will build relationships with existing clients and engage in business development to grow your practice.

Requirements

A valid and active FINRA Series 7 license is required, along with obtaining FINRA Series 66 and Life & Health Insurance licenses during your tenure. CFP® Certification is preferred, and candidates should demonstrate strong relationship-building and communication skills.

Key skills

Business Development, Community Engagement, Client Relationship Management, Financial Planning, Investment Management, Retirement Planning, Education Planning, Insurance Management, Estate Planning, Communication Skills, Sales Activity, Trust Building, Adaptability, Market Knowledge, Client Experience, Team Collaboration

Keywords

Financial Consultant, Wealth Management, FINRA Series 7, FINRA Series 66, CFP Certification, Investment Strategies, Retirement Readiness, Client Engagement, Sales Activity, Holistic Financial Guidance, Community Engagement, Insurance & Risk Management, Estate Planning, Tuition Reimbursement, Training, Mentorship