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Licensed Wealth Management Advisor

The Piedmont Group

Licensed Wealth Management Advisor

Virginia Beach, VA
Full Time
Paid
  • Responsibilities

    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 tend 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

    • Assist an experienced financial advisor tend 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

  • Compensation
    $85,000-$110,000 per year