Certified Financial Planner/Associate Advisor

Job description

Company Description

Henderson Financial Group, LLC in Virginia Beach, VA, specializes in providing personalized financial, investment, and insurance advice to retirees, business owners, and professionals. The planning team has over 65 years of combined financial experience and deep knowledge in retirement income planning, financial planning, estate planning, and wealth management.

For more information, please visit Henderson Financial Group, LLC www.hendersonfg.com.

Role Description

This is a full-time on-site role for an Associate Financial Advisor at Henderson Financial Group, LLC in Virginia Beach, VA. The Associate Financial Advisor will be responsible for support their Lead Advisor in providing financial planning, investment advice, retirement planning, and financial advisory services to clients on a daily basis. No sales requirement. 

Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Investments knowledge
• Experience in Financial Advisory
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Detail-oriented and highly organized
• Bachelor's degree in Finance, Business, Economics, or related field
• Professional certifications such as CFP, Series 65 License or CFA are a plus