Career Development

Financial Advisor | SagePoint Financial Inc.

SagePoint is currently hiring full-time Account Executive/Financial Advisors for our Midlothian, VA location (Midlothian is a suburb south of downtown Richmond, VA). These Account Executives are independent professionals who provide sound, unbiased advice concerning financial goals for retirement, estate planning and company plans. They take a personal interest in helping individuals invest for a secure future and are dedicated to developing meaningful, long-term relationships that clients can depend on and trust. Extensive support capabilities enable us to tailor programs that we believe best fulfill the objectives of our clients.

 

We provide an extensive training program covering the following areas:

 

• Licensing with FINRA

• Value Added Sales Process

• Portfolio Diversification & Allocation Theory

• Investment Securities and Retirement Plans

 

Ideal candidates must excel in the following areas:

 

• Verbal Communication

• Persistent Work Ethic and Desire to Succeed

• Entrepreneurial Spirit and Drive

• Self Motivation

 

To apply: Email resume to tkinlaw@sagepointadvisor.com or fax to (804) 272-2449