Wealth Manager Salary in Virginia Beach, Virginia

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong r

Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong re

Job Description Job Description Relationship Manager Remote Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Primary responsibilities are to identify, solicit, establish, develop, and manage new client relationships. Develop, maintain, and expand relationships by actively promoting our services to existing and prospective clients. EDUCATION & SKILLS REQUIRED: A bachelor's degree is a plus. Must have "Relationship Management" experience Financial background or education is required. Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler,

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices. Essential Job Duties and Responsibilities Develops a mastery of Buckinghams evidence-based investment philosophy. Resource for other AWAs at Buckingham. Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan. Creates a personalized Investment Policy Statement and holistic investment strategy for each client. Ability to independently lead client communications and interactio

Position Summary: The Portfolio Analyst actively supports the client relationship team in managing client investment accounts and coordinating delivery of solutions to the individuals, families, trusts, and foundations they serve. This role is responsible for analyzing, structuring, implementing and monitoring investment strategies for clients based their values, goals, and risk parameters. Essential Functions: •Gather, analyze, and document the client's and prospective client's financial plans and information and prepare investment guidelines, investment policy statements, and strategies in line with their values, goals, and risk parameters. •Prepare and produce financial reporting, charts, and other materials for client meetings and presentations. Assist in drafting proposals, presentations, reference materials, and other documents as needed. •Propose and implement investment programs as directed by the client relationship team and in line with the client's investment policy statemen

Relationship Manager Remote Virginia Beach, VA Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Primary responsibilities are to identify, solicit, establish, develop, and manage new client relationships. Develop, maintain, and expand relationships by actively promoting our services to existing and prospective clients. EDUCATION & SKILLS REQUIRED: A bachelor's degree is a plus. Must have "Relationship Management" experience Financial background or education is required. Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar bu