Senior Financial Advisor at Core… · Charlotte…

SENIOR FINANCIAL ADVISOR
Location: Charlottesville, VA
Employment Type: Full-Time, Permanent

POSITION OVERVIEW

Seeking an experienced Senior Financial Advisor with at 5 years of experience in financial advising, financial planning, or wealth management.

The advisor will manage an existing group of clients, understand their financial needs, and help them achieve their financial goals.

This is a relationship-focused advisory role, not a traditional sales position. There are no sales quotas or production targets, and candidates are not required to bring their own book of business.

KEY RESPONSIBILITIES

• Manage and maintain relationships with existing clients.
• Contact clients regularly to understand their financial needs and goals.
• Provide financial planning and investment guidance.
• Assist clients with retirement planning and long-term financial goals.
• Build trust through regular communication and excellent client service.
• Network and develop professional relationships.

QUALIFICATIONS

• At least 5 years of experience in financial advising, financial planning, or wealth management.
• Active Series 7 license.
• Additional licenses or certifications are preferred, such as Series 63, Series 3, SIE, CFP, AAMS, ChFC, CRPS, CRPC, or CEPA.
• Strong verbal communication and relationship-building skills.
• Comfortable speaking with clients from different backgrounds.
• Client-focused, professional, and able to work independently and as part of a team.
• Willingness to disclose any FINRA or regulatory history.
• Must be a US Citizen.

LOCATION AND WORK ARRANGEMENT

The 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

BENEFITS

• Medical, dental, and vision insurance.
• Company contribution toward dependent insurance coverage.
• 401(k) with up to 5% company match.
• Profit sharing.
• Paid time off and unlimited sick leave.
• Professional education and licensing support.
• Annual cost-of-living adjustments.
• Work-from-home flexibility.
• Company-paid technology, subscriptions, and continuing education.
• Life and disability insurance.
• Additional employee benefits.

This is a company provides a value work-life balance and lasting client relationships. This position allows you to focus on advising clients and providing financial guidance without the pressure of sales quotas or the expectation of building a client portfolio from scratch.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Dependent care reimbursement
• Health insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Work Location: In person