Gateway Services Group - GSG · 1 day ago
Financial Advisor
Virginia Beach, VA
Full-time
Onsite
Mid LevelGateway Services Group (GSG) is a credit union-owned family of companies that specialize in management and advisory expertise for member insurance, investment, trust, and lending services. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to credit union members.
ConsultingFinanceInsurance
Responsibilities
Meeting with clients to assess their financial needs
Developing tailored financial plans
Recommending suitable financial products and services
Staying informed of market trends and regulatory changes
Qualification
Required
Proficiency in Financial Planning, Finance, and Retirement Planning
Expertise in Investments and Financial Advisory
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work collaboratively with team members and clients
Bachelor's degree in Finance, Economics, Business, or a related field
Preferred
Relevant certifications and licenses (e.g., CFP, CFA) are a plus
Company
Gateway Services Group - GSG
GSG is a credit union owned family of companies specializing in providing management and advisory expertise for member insurance, investment and trust services as well as lending services for your credit union.
Founded in 2000
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-11-07
Company data provided by crunchbase