Financial Planner

Virginia Beach, VA - USA

Monthly Salary: $ 75000 - 110000

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Overview

This role is designed for an experienced Financial Planner who is ready to take the next step toward supporting and then leading client relationships. Our Founder is looking to build his advisory team and mentor the person who is as excited to help clients as much as he is. If youre passionate about financial planning thrive in a collaborative environment and want to be part of a firm committed to excellence this could be the perfect match!

Who You Are

CFP Professional highly preferred or progress towards certification
Series 6 and Series 7 licenses required any additional are a bonus
2 years in an associate planner financial planning or client-facing role
Experience with industry-specific platforms: Redtail eMoney Advisor Envestnet Excel etc.

What Youll Do

Support Founder across all stages of the planning process
Serve as a primary point of contact for client questions coordination and ongoing needs
Prepare for and follow up on client meetings including notes plan updates and task management
Assist with ongoing tax strategyprojections Roth conversions tax withholdings charitable planning etc.
Build deep expertise in business owner planning and retirement planning
Assist clients with 401(k) enrollment by explaining plan options contribution limits and investment selections
Support investment recommendations aligned with firm-wide strategy
Maintain accurate documentation in the CRM and planning tools
Communicate with CPAs attorneys and other professionals to support integrated planning tasks
Adhere to all compliance regulatory and internal policy requirements

Why Youll be a Great Fit

Comfortable stepping gradually into client-facing responsibilities
You care deeply about doing right by clients and delivering thoughtful high-quality planning
You have a strong foundation in financial planning and can put in the work required to lead relationships within 6-12 months
You love learning especially in tax planning and retirement planning
You are a proactive self-managing initiative taker who claims ownership of tasks meeting deadlines and following through without reminders
You communicate clearly professionally and with compassion in writing and verbally
Youre energized by teamwork and believe great planning happens collaboratively

What Youll Get

This is a full-time W-2 role.

Annual base salary: $75000 to $110000 depending on experience licensing and credentials
Total compensation: Potential for up to 10% bonus eligibility

Benefits include:

100% employer-paid health insurance
401(k) with 3% Contribution (not match)
PTO & paid holidays
Professional development support
Remote work flexibility 1 day per week to start
A supportive collaborative environment and a defined career track to accelerate your growth

OverviewThis role is designed for an experienced Financial Planner who is ready to take the next step toward supporting and then leading client relationships. Our Founder is looking to build his advisory team and mentor the person who is as excited to help clients as much as he is. If youre passiona...