About Way Financial

Way Financial was not built simply to tell people how good of an MGA we are. Many financial companies can market themselves. What matters more is what independent financial advisors say after experiencing the platform, leadership, systems, support, and growth opportunities. That is why, at Way, the advisor experience comes first.

We are building a modern advisor platform combining experienced leadership, technology, AI, data, and business-development support to help independent advisors grow more efficiently and achieve more.

We look for people who are organized, technology-minded, eager to learn, and able to turn instructions and information into action with strong accountability and follow-through.

What You Need to Do to Excel

Development Director Support: Support Development Directors with scheduling, meeting preparation, PowerPoint presentations, content, business materials, advisor communications, and follow-up.

Advisor Coordination: Assist with advisor outreach, appointment booking, meeting confirmations, information gathering, and ongoing follow-up under the direction of Development Directors.

CRM & Follow-Up: Maintain accurate advisor profiles, activities, meeting notes, opportunities, follow-ups, and next steps in CRM.

AI & Productivity: Utilize AI tools to improve email organization, research, prioritization, follow-ups, task management, presentations, and business preparation.

Data & Business Reporting: Utilize Virtgate and Excel to prepare accurate, useful, and easy-to-understand business and production reports.

Campaign Support: Assist Development Directors in preparing and executing advisor-development campaigns, organizing prospect lists, tracking responses, and coordinating next steps.

Business Analysis: Organize and analyze advisor and production data to help Development Directors identify trends, priorities, and business opportunities.

Project Management: Track projects, action items, commitments, and deadlines to ensure important tasks are completed accurately and on time.

Who We Are Looking For

Relevant Experience:



At least 2 years of experience in financial services, insurance, business support, sales support, or a professional office environment is preferred.

Highly Organized: Able to manage schedules, information, projects, follow-ups, and multiple priorities with strong attention to detail.

Technology & AI Mindset: Comfortable with Microsoft Office, Excel, PowerPoint, CRM systems, and AI, with the ability and curiosity to quickly learn new technologies.

Analytical: Comfortable working with numbers, spreadsheets, reports, and business information and turning them into clear, useful materials.

Strong Follow-Through: You take ownership of assigned responsibilities, keep track of details, and make sure tasks are completed rather than forgotten.

Professional Communicator: Able to communicate clearly and professionally with advisors, colleagues, and business partners. Advanced sales or presentation skills are not required.

Self-Starter: Responsible, resourceful, eager to learn, and willing to take initiative rather than waiting for every instruction.

Education: College or university education in a related field, or equivalent professional experience. Financial-services experience is an asset.

Why Way Financial?

Work directly with experienced Development Directors and learn how successful advisor relationships and businesses are developed.

Build practical capabilities across AI, Excel, PowerPoint, CRM, data analysis, project management, and financial services.

Gain exposure to advisor development while building your communication, business judgment, and professional capabilities.

Join a company that encourages people to improve systems,



use technology intelligently, and turn ideas into measurable improvements.

Strong performers can develop toward greater advisor-development and business-development responsibilities as Way Financial continues to grow.

Our Interview & Selection Process

Stage 1 – Group Interview & Practical Assessment

Approximately 2 hours. Qualified applicants will participate in written exercises and practical assessments involving Excel, PowerPoint, AI, organization, and problem-solving, followed by a brief introduction and Q&A.;

Stage 2 – Individual Skills Assessment

Approximately 1 hour. Selected candidates will complete an individual assessment focused on professionalism, organization, attention to detail, communication, technology, and learning ability.

Stage 3 – Final Interview

Shortlisted candidates will meet with Way Financial leadership to discuss their capabilities, career objectives, and potential fit.

Stage 4 – Employment Offer

Successful candidates will receive an offer to join Way Financial and begin developing their career within our advisor-development platform.

Are You Ready to Make the Leap?

This opportunity is for someone who wants to become more capable—not simply complete administrative tasks.

We are looking for someone who enjoys technology, organization, data, problem-solving, and making sure important work gets completed properly.

You do not need to be an experienced salesperson. However, you should be comfortable communicating professionally, learning quickly, taking responsibility, and supporting a fast-moving business-development team.

If you want to develop valuable capabilities in AI, technology, business development, data, and financial services, we would like to hear from you.

How to Apply

Please submit your resume and cover letter through Indeed.

Selected candidates will be invited to participate in our interview and assessment process.

Job Type: Full time, Permanent

Pay: $65,000.00-$70,000.00 per year

Work Location: In person

📌 Advisor Development Coordinator (Richmond)
🏢 Way Financial
📍 Richmond