Senior Financial Advisor

Virginia Asset Management 6 Reviews – Aliquippa, PA
Apply on Glassdoor Posted 30+ days ago

Job Description

Title: Financial Advisor

Company: Virginia Asset Management

Company Description:

Virginia Asset Management was founded in 1986 with a single thought in mind: What people really need is objective financial advice. Virginia Asset Management offers a full range of financial services for both individuals and businesses. Since we are independently operated, we can choose from an array of financial products and services to customize a solution for our clients. That’s the power of independence.

Job Description:

As an advisor, your goal is to develop your practice by building an active client base. You will work with your clients to assess their financial needs, develop strategies for them to achieve their financial goals, and then implement those recommendations by offering the appropriate financial products.

What will you do as a financial advisor?

  • ​ ​​​​​Identify market opportunities

​​​​-Develop and implement strategies to successfully access identified markets

​​​​-Build a sustainable client base

​​​​-Foster long-term relationships with clients

  • ​​Assess the financial needs of clients

-​​​​Create and implement financial planning recommendations

-​​​​Conduct regular review meetings with clients

  • ​​Maintain a current working knowledge of relevant planning techniques, tax regulations, risk management products and investment vehicles

-​​​​Ensure timely processing of market orders, applications, etc

-​​​​Maintain client records per current compliance requirements

  • ​​Maintain necessary licenses and registrations

-​​​​Participate in firm and other industry sponsored training programs

How will you spend your time in this position? ​

  • ​​​35% Client Acquisition
  • ​​35% Client Meetings
  • ​​20% Needs analysis/development of client recommendations
  • ​​10% Administrative

You can-

  • ​​Help people and businesses become financially secure. Make an impact by inspiring others to take action.
  • ​​There are no caps on how much you can make - you earn a monthly income as well as bonuses, commissions, and financial planning fees.
  • ​​Make time for the important things in life. You'll earn autonomy and eventually set your own schedule.
  • ​​Be a lifelong learner. Financial services are always changing, and you can be part of a dynamic, always evolving industry.

Qualifications:

  • ​​Bachelor’s degree, preferably in Finance, Marketing or Communications
  • ​​Coachable and teachable personality
  • ​​Good leadership instincts
  • ​​​​​​Desire to give back to your community
  • ​​Ability to thrive in a fast-paced environment
  • ​​Professional attitude and appearance
  • ​​Desire for a stable and long-term career

Salary: $40,000 + Commissions and Bonuses​​​​

Virginia Asset Management Reviews

3.2
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Virginia Asset Management CEO & President Michael R. White, CLU, ChFC
Michael R. White, CLU, ChFC
1 Rating
    1. Helpful (3)

      Great internship, fully educate yourself before committing to the career

      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Former Intern - Finance Intern in Midlothian, VA
      Former Intern - Finance Intern in Midlothian, VA

      I worked at Virginia Asset Management as an intern (Less than a year)

      Recommends
      Neutral Outlook
      Recommends
      Neutral Outlook

      Pros

      Training is extensive and educational, you will learn a lot about investments, retirement planning, and insurance. Everyone there is great, very friendly and supportive. Even as an intern I could walk into the CEO's office and have an hour long meeting. Office doors are open 95% of the day. Succeeding in this career gives you a tremendously independent life, work-life balance of your choice, and great residual and annual income.

      Cons

      The career is a commission based pay - the compensation for your first couple of years is supplemented by activity driven stipends. Turn-over is high in this industry for a good reason, it is VERY DIFFICULT to succeed. Do not go into it if you are unwilling to spend a couple years being a die-hard client prospector. During a 10 week internship I saw 5 people come in and go out while I was there. Only one person came in when I did as a full time employee and was still there when I left.

      Advice to Management

      Work with your broker-dealer to get more attractive compensation packages for the Advisor Development Program. Morgan-Stanley, Merrill Lynch, ING Financial all have you beat as far as base pay which will make it difficult to attract good talent.


    2. Great Company

      Former Employee - Anonymous Employee
      Former Employee - Anonymous Employee

      I worked at Virginia Asset Management

      Sign In or Sign Up in seconds to unlock everything on Glassdoor.

      Pros

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      Cons

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      Advice to Management

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    3. Intern/Externship

      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Senior Management
      Former Employee - Financial Intern in Richmond, VA
      Former Employee - Financial Intern in Richmond, VA

      I worked at Virginia Asset Management

      Sign In or Sign Up in seconds to unlock everything on Glassdoor.

      Pros

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      Cons

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      Advice to Management

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    4. See more reviews on company profile (6)