Financial Advisor

Empowering individuals and businesses with Wall Street-level financial knowledge, right here on Main Street. Company Description

Fitzwilliams Financial is committed to helping individuals, families, and small business owners achieve financial security through a comprehensive approach that incorporates investment, tax, retirement, insurance, and estate planning. The firm offers an unparalleled one-stop-shop experience by bringing together a Chartered Financial Analyst, a tax planning and preparation team, a globally recognized insurance agency, and an estate planning attorney. This unique collaboration ensures clients receive expertly managed portfolios, proactive tax strategies, advanced risk mitigation, and trustworthy estate planning services.

Fitzwilliams Financial's tailored solutions focus on maximizing client outcomes and simplifying their financial lives.

This is a full-time, on-site role for a Financial Advisor based in Chesapeake, VA. The Financial Advisor will 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. Day-to-day responsibilities include portfolio analysis, creating comprehensive financial plans, and maintaining strong, trusting client relationships. Advisors will collaborate across professional teams, including investment managers, tax specialists, and legal advisors, to deliver holistic financial solutions.

Regulatory licenses (e.g., Series 65) or equivelant 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
• Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) preferred
• 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

• Entry level

• Full-time

• Finance and Sales