Financial Advisor

ACG Wealth Management is hiring a Financial Advisor. ACG Wealth Management is a privately held and independent wealth management firm based in Richmond, Virginia. We are a boutique firm with global reach, bringing expertise in investment management, qualified plans, tax strategy, and third-party administration (TPA) retirement plan services. As a seasoned team of creative thinkers, analytical doers, and action-driven experts, we specialize in the complexity of modern wealth management. Bringing an impactful level of financial acuity to clients’ lives is our passion and expertise – and we draw from 40 years of hands-on experience as an independent firm.

We are looking for candidates who embody the following core values of our firm:

• Bring your “A” game
• Subject matter expert
• Team-oriented and client-focused
• Relatable, empathetic, and trustworthy
• Stand on your head (not literally, but willing to look at all angles to find opportunities)
• Committed to serving clients

Responsibilities:

• Client relationship development and management, including ongoing and regular client contact and communications
• Client service, including planning updates, portfolio changes and reviews, and new opportunity identification

Requirements:

• Strong communication skills, both verbal and written
• Minimum of 3-5 years’ experience in investment management and financial advisory services with a demonstrated ability to develop and manage plans and manage client relationships
• Ability to work well with minimal supervision in a rapidly changing, high-performance environment
• Demonstrate passion for investing with knowledge of investments and financial planning
• Proficiency in Microsoft Office applications, including Excel, Word, Outlook and PowerPoint
• Capabilities to learn and use technology
• Strong time management skills and attention to detail
• A team player, with strong coaching and leadership skills
• Series 65 license
• Desire/ability to work successfully in a small company environment

Preferred:

• Four-year degree in finance, economics, accounting, investment management, or equivalent

• CFP Designation, or willing and interested in obtaining

Benefits:

• Health Insurance
• Life Insurance
• 401(k) Plan
• Vacation, sick and personal time
• Competitive Compensation based on level of experience

How to Apply

If interested, email resume and salary requirements to hr@acgworldwide.com