Job Description
Join Baltimore's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking dynamic professionals to build client relationships, deliver personalized investment strategies, and drive growth in Maryland's thriving financial hub. Enjoy uncapped earning potential, industry-leading training, and a collaborative culture that rewards ambition.
Our advisors average 30% annual growth with comprehensive benefits including health insurance, 401(k) matching, and paid professional development. If you're passionate about financial literacy and want to make a tangible impact in the Baltimore community, this is your opportunity.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Cultivate and maintain a robust client portfolio through proactive relationship management
- Conduct market analysis to optimize investment portfolios aligned with client goals
- Present complex financial concepts through clear, actionable recommendations
- Collaborate with internal teams to deliver integrated wealth management solutions
- Stay current on industry regulations and financial product innovations
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7, 66, and state securities licenses (or willingness to obtain within 90 days)
- Minimum 3 years experience in financial services or client advisory role
- Proven track record of meeting/exceeding sales targets
- Exceptional communication skills with ability to build trust across diverse demographics
- CFA or CFP designation strongly preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)