Job Description
Are you a results-driven professional looking to make a real impact on the financial future of families in Baltimore? We are seeking a dynamic and ethical Financial Advisor to join our elite team. This is an Immediate Hire opportunity for a dedicated individual ready to build a thriving practice in a supportive environment.
We offer a comprehensive suite of resources, including a robust book of business, advanced technology platforms, and continuous mentorship from industry veterans. If you are passionate about helping clients achieve financial freedom, we want to hear from you.
Why Join Us?
- Competitive Compensation: Base salary plus performance-based commissions.
- Full Benefits: Medical, dental, vision, and 401(k) matching.
- Training: Industry-leading certification and sales training programs.
Responsibilities
- Conduct comprehensive financial needs analyses and develop personalized investment strategies tailored to client goals.
- Manage and grow a portfolio of clients through relationship building and consultative selling.
- Present financial plans and product recommendations to clients in a clear, understandable manner.
- Monitor market trends and adjust investment portfolios to optimize performance and manage risk.
- Stay compliant with all regulatory requirements, including FINRA and state laws.
- Collaborate with internal teams to ensure seamless delivery of services.
Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or related field (preferred).
- Series 7 and Series 66 licenses (or willingness to obtain within 6 months).
- Strong interpersonal and communication skills with a focus on client service.
- Demonstrated ability to prospect, qualify, and close new business opportunities.
- Proficiency in financial planning software and CRM systems (e.g., eMoney, Redtail).
- Valid driver's license and willingness to travel for client meetings.