Financial Advisor

Posting: Financial Advisor at Heritage Wealth Management Group

Position: Financial Advisor

Location: Remote (Norfolk, VA or Philadelphia, PA preferred but not necessary)

Company: Heritage Wealth Management Group

Are you a passionate and client-focused Financial Advisor looking to take your career to the next level? Do you have a book of business that you're looking to grow? Heritage Wealth Management Group is seeking a talented and dedicated Financial Advisor to join our team. We offer a unique opportunity that empowers advisors with autonomy, eliminates sales goals, and provides comprehensive support for asset management and financial planning. If you're looking for a rewarding role with potentially increased participation in your revenues, we invite you to explore this exciting opportunity.

About Heritage Wealth Management Group:

At Heritage Wealth Management Group, we understand the importance of financial freedom and the need for personalized financial guidance. Our mission is to empower clients to secure their financial futures and reach their goals. We believe that Financial Advisors should be trusted partners rather than salespeople, and we pride ourselves on our client-centric approach. We are a dynamic and growing firm dedicated to the success of our clients and our team.

Position Overview:

As a Financial Advisor at Heritage Wealth Management Group, you will have the opportunity to focus on what matters most: serving your clients' best interests. We offer:

1. Autonomy: We trust our advisors to make the best decisions for their clients without the pressure of sales goals. Your primary focus will be on developing tailored financial strategies that meet your clients' unique needs and goals.

2. Support: Heritage Wealth Management Group provides a robust support system for asset management and financial planning. We have a team of experts to assist you, allowing you to provide the best possible service to your clients.

3. Revenue Participation: We offer an attractive revenue participation structure that rewards your hard work and dedication. Your success translates to increased earnings, and your clients' success is our mutual goal.

Key Responsibilities:

• Conduct in-depth financial assessments to understand your clients' needs and goals.
• Develop and implement comprehensive financial strategies.
• Provide ongoing financial advice and support to clients.
• Monitor and adjust investment portfolios as necessary.
• Stay updated on industry trends and regulations.

Qualifications:

• Bachelor's degree in finance, business, or related field (preferred).
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation (preferred).
• Proven experience as a Financial Advisor or similar role.
• Strong knowledge of investment products and financial planning.
• Excellent interpersonal and communication skills.
• A commitment to ethical and client-centric financial advising.

If you're ready to take control of your career, work in a supportive environment, and prioritize your clients' financial success over sales targets, Heritage Wealth Management Group is the perfect place for you.

To apply, please send your resume and a cover letter outlining your qualifications and why you believe you're the right fit for this role to pmrogan@hwmgroup.com.

Heritage Wealth Management Group is an equal opportunity employer and welcomes candidates from all backgrounds to apply.

• Join us in making a difference in the lives of our clients. Apply today and start your journey towards a fulfilling career as a Financial Advisor with Heritage Wealth Management Group.