Fitzwilliams Financial · 1 week ago
Financial Advisor
Chesapeake, VA
Full-time
Onsite
Mid LevelFitzwilliams Financial is committed to helping individuals, families, and small business owners achieve financial security through a comprehensive approach. The Financial Advisor will work closely with clients to understand their financial goals and provide tailored recommendations across various financial planning areas.
Financial ServicesLife InsuranceWealth Management
Hiring Manager
Brian Lindberg
Responsibilities
Work closely with clients to understand their financial goals and provide tailored recommendations across financial planning, investments, retirement strategies, tax efficiency, risk management, and estate planning
Perform portfolio analysis, create comprehensive financial plans, and maintain strong, trusting client relationships
Collaborate across professional teams, including investment managers, tax specialists, and legal advisors, to deliver holistic financial solutions
Qualification
Required
Regulatory licenses (e.g., Series 65) or equivalent CFP, CHFC
Strong expertise and experience in Financial Planning, Financial Advisory, and Finance services
Knowledge of Retirement Planning strategies and proficiency in Investments
Ability to build client relationships with effective communication and interpersonal skills
Bachelor's degree in Finance, Economics, or other related fields
Highly analytical mindset with problem-solving skills and a focus on providing exceptional client experiences
Preferred
Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
Company
Fitzwilliams Financial
Fitzwilliams Financial specializes in retirement strategies, wealth management, life insurance, taxation, estate & legacy planning services.
Founded in 2006
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Tim Fitzwilliams
Founder & CEO
Brian Lindberg
Chief Compliance Officer
Company data provided by crunchbase