Fitzwilliams Financial
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.
Role Description 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.
Mandatory Qualifications Regulatory licenses (e.g., Series 65) or equivelant CFP, CHFC
Qualifications
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
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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Role Description 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.
Mandatory Qualifications Regulatory licenses (e.g., Series 65) or equivelant CFP, CHFC
Qualifications
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
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr