Producing Advisor

Glades Talent

Producing Advisor

MC LEAN, VA
Full Time
Paid
  • Responsibilities

    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.