Job Description
Join Baltimore's premier financial advisory firm and make an immediate impact! We're seeking a dynamic Financial Advisor to help clients achieve their financial goals through personalized wealth management strategies. This urgent opening offers unparalleled growth opportunities in a collaborative, client-centric environment.
Our ideal candidate thrives in fast-paced settings and possesses a passion for financial education. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development. Baltimore Wealth Partners is committed to fostering a diverse workplace where innovation and client success drive our mission.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and risk management strategies
- Build and maintain a robust client portfolio through proactive relationship management
- Stay current with market trends and regulatory changes affecting financial advising
- Conduct client meetings and presentations to articulate complex financial concepts
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Meet/exceed sales targets for new client acquisition and retention
- Maintain compliance with FINRA regulations and company protocols
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial advisory, wealth management, or sales
- Proven track record in client acquisition and portfolio growth
- Strong analytical skills with ability to interpret market data
- Exceptional communication and presentation abilities
- FINRA registration in good standing
- Valid Maryland state securities license