Licensed Wealth Management Advisor

The Piedmont Group • Virginia Beach, VA, United States • $200k - $250k / year • 4m ago

Want a $28 million book of clients to work? We are seeking a local licensed financial advisor who is looking for a salary plus commission role. Our Virginia Beach location is looking to pay a licensed financial advisor a salary plus 10% commission to work existing accounts totaling $28 Million. This is an opportunity to join an established firm and gain mentorship from top advisors. This role has full benefits, including medical, dental, 401k, profit sharing, and a cash balance pension plan. Are you ready to grow your practice and leave your legacy? Apply & explore The Piedmont Group. Compensation is a reflection of the base salary plus commission.

Responsibilities:

Assist an experienced financial advisor in tending to accounts that aren't being contacted.
You will tend to these accounts and proliferate new business from 1311 households.
In addition to a base salary, you will be paid 10% of commission on any new business that is generated from these household accounts.

Qualifications:

You must have a market and some success closing new business.
Must have at least 1-4 years of experience in the wealth management industry.
This is an in-office position and you must live in the Virginia Beach area or be in the process of relocating to VA Beach.
An ideal candidate would be fully licensed (Series 6/63/65 or Series 7/66 with Life and Health License), have 2-4 years of experience in the financial planning industry, and have an existing market.

Compensation:

$85,000 - $110,000 at plan commission.

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