Financial Advisor

Description:

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.