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Investment & Financial Planning Sales Associate


Virginia Beach, Virginia


Investment & Financial Planning Sales Associate Job Opening in Virginia Beach, Virginia - At Henderson Financial Group, we have over 25 years of combined investment and financial planning experience. We make it our daily mission to provide a fiduciary standard of care to our clients, acting solely in the best interest of those who place their trust in us.
Our team is looking for a highly competent, competitive, and motivated sales associate to join our Financial Planning & Wealth Management Practice.
If you have at least 5 years of investment sales experience, and currently have investment clients you're personally servicing, this may be an opportunity for you to join a winning team, avoid lofty sales quotas, and receive the support you need to succeed.
The following requirements apply:
- At least 5 years of investment sales experience
- Current book of business of at least $10,000,000 of advisory investment assets that you personally created/sold
- Series 7 investment license
- Life, Health, Annuities insurance license (or willingness to obtain)
- Willingness to become a credentialed financial planner
Come earn a respectable living serving your clients and helping generate sales with our existing client base of over 700 clients.
Job Type: Full-time
Required education:
Bachelor's
Required experience:
sales: 5 years
Required language:
English
Required license or certification:
Series 7 License

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