Job Opportunity: Producing Advisor
Join a Leading Investment Partner Firm in Virginia
Glades Talent is representing a dynamic and client-focused Investment Partner Firm in Virginia seeking an experienced Producing Advisor to join their team. This role offers a unique opportunity to build your career with a firm dedicated to fostering growth, innovation, and lasting client relationships.
Role Overview
As a Producing Advisor, you will play a pivotal role in managing and expanding client portfolios while driving new business opportunities. This position is ideal for an entrepreneurial professional who thrives in a collaborative, client-centered environment and is passionate about delivering tailored financial solutions.
Key Responsibilities
- Client Management:
- Develop and maintain strong relationships with a portfolio of clients.
- Provide comprehensive financial planning and investment advisory services.
- Business Development:
- Drive growth by acquiring new clients and expanding the firm's reach.
- Cultivate referral networks and engage in community outreach.
- Portfolio Oversight:
- Monitor and analyze client portfolios to ensure alignment with their financial goals.
- Recommend strategic adjustments based on market trends and client needs.
- Team Collaboration:
- Partner with internal teams to deliver best-in-class service.
- Contribute to a positive, team-oriented culture that supports collective success.
Qualifications
- Licensing and Certification:
- Series 7 and 66 licenses required; CFP designation is a plus.
- Experience:
- Proven track record of success in investment advisory or wealth management.
- Strong client acquisition and retention skills.
- Skills:
- Exceptional communication and interpersonal abilities.
- Analytical mindset with a client-first approach to financial planning.
- Location:
- Must be based in Virginia or willing to relocate.
What the Firm Offers
- Competitive compensation package, including performance-based incentives.
- Comprehensive benefits, including health, 401k, and paid time off.
- A supportive, collaborative culture that values professional growth and development.
- Advanced tools and resources to enhance client service and streamline operations.