Overview
Analyst, Portfolio Management Jobs in Alexandria, VA at Bonaventure Shared Services, LLC
Your Next Chapter Starts Here: Financial Advisor Role Designed For Impact
You didn’t work this hard to settle for just another job.
You’re searching for something bigger — a career where your skills, heart, and drive directly change lives.
If you love working face-to-face with clients, building trust, and guiding people toward secure retirements without spending your nights cold-calling, this is the opportunity you’ve been waiting for.
Imagine walking into work each day with a full calendar of qualified clients who already want your help.
No endless prospecting. No battling for leads. Just doing what you do best: connecting, advising, and helping families secure their financial futures.
At Retire Simply, every day brings the chance to:
Conduct powerful, relationship-driven consultations with pre-qualified clients.
Design customized retirement and investment strategies tailored to real goals and dreams.
Confidently close business by delivering plans that clients believe in.
Focus 100% on advising and client success — not marketing or paperwork overload.
Build lasting relationships that transform not just finances, but lives.
You’re the perfect fit if you:
Hold an active Series 65 license (or equivalent) and Life Insurance license.
Shine in client-facing roles and have a proven track record of converting prospects to loyal clients.
Feel at home discussing managed investments and fixed-indexed annuities (FIAs).
Thrive in fast-paced, people-first environments and love seeing your impact in real time.
Why This Role?
Because it’s more than a job — it’s a chance to finally focus on the work that matters most: helping people.
Because you’ll earn a strong base salary plus performance-driven rewards that match your ambition.
Because you’ll be joining a firm that’s growing fast and refuses to settle for average — and you shouldn’t either.
This isn’t just another seat at another firm.
It’s a career-defining opportunity.
The kind you’ll look back on and realize was the smartest move you ever made.
But only if you act now. Opportunities like this are rare — and they don’t stay open for long.
Ready to finally do your best work?
Apply today
Job Type: Full-time
Pay: $120,000.00 – $320,000.00 per year
Benefits:
401(k)
Health insurance
Paid time off
License/Certification:
Series 65 (Required)
Life Insurance License (Required)
Location:
Southlake, TX 76092 (Required)
Work Location: In person
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Title: Analyst, Portfolio Management
Company: Bonaventure Shared Services, LLC
Location: Alexandria, VA
