What are the responsibilities and job description for the Financial Advisor position at Financial Growth Partners?
Company Description
Financial Growth Partners is a full-service financial services firm with multiple offices located throughout the Mid-Atlantic region, including Virginia Beach, VA. The firm specializes in addressing the financial complexities faced by individuals, families, and business owners while fostering a collaborative and service-oriented environment. As a subsidiary of The Guardian Life Insurance Company of America, Financial Growth Partners offers securities products and advisory services through Park Avenue Securities LLC. Their commitment to empowering clients with financial strategies is supported by a team-based approach and a focus on customized guidance.
Role Description
This is a full-time, on-site role based in Virginia Beach, VA, for a Financial Advisor. In this role, you will help clients develop customized financial plans, provide guidance on retirement planning, investments, and wealth management strategies, and assist with creating pathways to meet their financial goals. Responsibilities include conducting financial assessments, staying informed on industry trends, and fostering long-term relationships with clients to ensure continued financial growth and success.
Preferred Qualifications
- Proficiency in Financial Planning and Retirement Planning
- Knowledge of Finance and Investments
- Experience providing comprehensive Financial Advisory services
- Strong interpersonal and communication skills to build lasting client relationships
- Demonstrated ability to assess client needs and offer tailored financial solutions
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications such as CFP or CFA are a plus
- Willingness to work on-site and collaboratively with a team
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance