Manage an established client base with relationship-driven financial planning and investment guidance, including retirement planning.

Oversee and maintain relationships with an existing group of clients
Reach out to clients regularly to understand financial needs and goals
Provide financial planning and investment guidance
Support clients with retirement planning and long-term financial goals
Deliver excellent client service to build trust through consistent communication
Network and develop professional relationships

Minimum 5 years of experience in financial advising, financial planning, or wealth management
Active Series 7 license
Preferred: additional licenses or certifications including Series 63, Series 3, SIE, CFP, AAMS, ChFC, CRPS, CRPC, or CEPA
Strong verbal communication and relationship-building skills
Comfort speaking with clients from different backgrounds
Client-focused, professional approach; ability to work independently and collaborate in a team
Willingness to disclose any FINRA or regulatory history
Must be a US Citizen

Charlottesville, VA (in person)
Firm is based in Charlottesville, Virginia, approximately one hour from Richmond
Candidates based in Richmond, Charlottesville, and surrounding areas are encouraged to apply
Remote work may be considered for candidates with substantial previous remote-work experience
Some onsite training may be required at the beginning of employment

Relationship-based financial planning and investment guidance for an existing client base
No sales quotas or production targets
No requirement to bring a book of business

Senior Financial Advisor

Job Description