Financial Advisor/Investment Advisor Representative/Financial Representative/Financial Consultant

  • Job Type:
    • Full Time
  • Required Licenses:
    • Series 65 or Series 7 and 66
    • Driver’s License
    • Preferred Designations
      • CFP or similar
  • Location:
    • Richmond, VA
  • Required Education:
    • Bachelors or higher
    • Required Industry Experience
      • Wealth Management: 2 year+
  • Benefits of working at McKay Wealth Management Group:
    • Participation in the firm’s SEP retirement plan
    • Monthly health insurance stipend
    • Multiple co-working office locations
    • Flexible work schedule
    • Creative Marketing and Lead Development strategy
    • Dynamic and exciting work environment
    • Not Boring
  • Who we are:
    • A unique and exciting wealth management firm focused on managing the finances of successful young professionals in the Richmond, VA region.
    • Distinctly different from the large wirehouses and traditional regional brokerage firms that dominate the Richmond, VA wealth management scene.
    • Quirky, fun, and looking for other likeminded creative people that want to make meaningful impacts in our client’s lives. Our goal is to change how people view our industry.
  • Who we’re looking for:
    • A partner who understands and believes in what we are working to build at MWMG.
    • Someone to be an important part of our small yet highly productive and skilled team. You will not be 1 of 100+ other advisors like in a traditional brokerage firm.
    • Someone that wants to grow and get better at what they do every day.  Our job is to make sure you have the path and tools to succeed.
    • Someone ready on day one to take on the myriad of challenges and tasks that come with being a part of an innovative and entrepreneurial wealth management firm.
  • Job Description:
    • As an Investment advisor representative, your role would be 10% managing existing client relationships, 10% firm management/strategy and 80% acquiring new client relationships.
  • Required Skills:
    • Active Listening:  You must be able to listen to and understand your client’s financial goals.
    • Critical Thinking:  To figure out how to help your clients meet their goals, you need to evaluate all the data available.
    • Reading Comprehension:  It is necessary to understand documents that describe various financial instruments and situations.
    • Verbal Communications:  You must be able to clearly explain the financial services you can provide to potential clients.
    • Service Orientation:  A desire to help people plan for their future is a must.
    • Well organized with the ability to manage time effectively while managing multiple priorities.
    • Relationship building skills Required:
    • Time management skills are a must.
    • Ability to positively influence people
    • Must possess a commitment to professionalism, honesty and a strong work ethic.
    • Has demonstrated the ability to ask for the appointment, qualify for the opportunity and close business within 2 to 3 calls.
    • Strong knowledge of investment products and services as well as the regulations associated with these products and services.
    • Strong, motivated worker who thrives both in a team and independently.
    • Proficient computer skills and strong ability to adopt new computer technologies to enhance efficiency.

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