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Financial Advisor

Employer
Alperin Law PLLC
Location
Virginia Beach, Virginia
Salary
$100,000 plus - Competitive compensation package, including base salary and performance-based incent
Closing date
May 11, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required

Job Details

Responsibilities include:
- Work with team of estate planning, elder law, business law, asset protection and tax attorneys to provide comprehensive planning services to clients, including retirement planning, investment management, estate planning, tax planning, and risk management.
- Conduct thorough financial analyses and assessments to understand clients' financial goals, risk tolerance, and investment objectives.
- Develop and implement customized investment and tax strategies tailored to meet each client's unique needs and circumstances.
- Monitor and review clients' investment portfolios regularly to ensure alignment with their financial goals and objectives.
- Proactively identify opportunities to optimize clients' financial and tax situations and provide strategic recommendations accordingly.
- Cultivate and maintain strong relationships with clients through regular communication and proactive outreach.
Requirements:
- Bachelor's degree in Finance, Business Administration, Economics, or related field.
- Minimum of 3-5 years of experience working as a financial advisor or wealth manager, preferably within a registered investment advisor firm.
- Certified Financial Planner (CFP®) designation preferred.
- Strong knowledge of financial planning principles, investment products, and wealth management strategies.
- Excellent communication skills, with the ability to effectively explain complex financial concepts to clients in a clear and concise manner.
- Proven track record of building and maintaining long-term client relationships.
- Series 65 license required; additional securities licenses preferred.
- Commitment to upholding the highest ethical standards and fiduciary responsibilities.

Company

As both legal and financial fiduciaries, we are committed to delivering comprehensive, personalized planning solutions to our clients. With a strong focus on integrity, transparency, and professionalism, we strive to exceed our clients' expectations to help them achieve their goals in life.

 

Company info
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