Financial Advisor
$60k/y-null
a day ago
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OnsiteFull-timeMid
Summary
South Shore Bank is seeking a Financial Advisor to join their team in South Boston, VA. The role involves providing comprehensive financial guidance and investment advice to clients, helping them achieve their financial goals.
About the Role
As a Financial Advisor, you will conduct thorough financial assessments, provide personalized investment advice, and collaborate with clients to develop holistic financial plans. You will regularly review and update clients' financial plans, present complex financial concepts clearly, and stay informed about market trends. Additionally, you will engage in business development activities to expand the client base and maintain compliance with regulatory requirements.
About You
Required:
- FINRA Series 7 and 66 (63 and 65 accepted in lieu of 66).
- Bachelor’s degree or higher.
- Established practice and experience managing client portfolios.
- Proven relationship building and business skills.
- Excellent communication skills, both written and verbal.
Preferred:
- Certified Financial Planner and/or Chartered Financial Analyst designations.
- Highly entrepreneurial mindset.
Benefits
- Medical, Dental, and Vision coverage.
- Flexible Spending and Dependent Care accounts.
- Childcare Subsidy.
- Retirement plan options.
- Life Insurance.
South Shore Bank
South Shore Bank is a full-service mutual bank with approximately 250,000 per depositor and up to $250,000 per depositor for Individual Retirement Accounts (IRAs); all deposits above this amount are insured by the Depositors Insurance Fund (DIF). For more information, visit southshorebank.com. Member FDIC Member DIF Equal Housing Lender NMLS #407656
South Boston, VA