Financial Advisor for VCU Financial

VCU Financial is seeking a knowledgeable Financial Advisor to provide high-quality investment and retirement advice to clients. Connect with communities while managing a robust book of business.
In this role, you will work closely with clients to prepare personalized investment strategies while consistently enhancing the presence of VCU Financial. Responsibilities include ongoing client service, networking within the community, and presenting tailored financial solutions. Collaboration with colleagues and compliance adherence are essential for success.
Key Responsibilities:
• Develop and maintain client relationships in the community
• Create and present actionable investment strategies
• Provide guidance on VCU Financial’s investment products
• Conduct financial goal assessments and portfolio reviews
• Contribute to client appreciation events and seminars
Requirements:
• At least 3 years of investment experience
• Current AB Mutual Funds License or prompt...