Job Description
Join Baltimore's premier wealth management firm as an Immediate Hire Financial Advisor and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to build client portfolios while receiving industry-leading training and uncapped earning potential. Our client-first approach combines cutting-edge financial technology with personalized strategies to help clients achieve their life goals. Benefit from our established referral network, comprehensive benefits package, and mentorship from industry veterans. This is your opportunity to launch or accelerate your career in one of America's most vibrant financial hubs.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking and referrals
- Monitor market trends and adjust investment strategies to maximize client returns
- Conduct regular portfolio reviews and performance analysis with clients
- Collaborate with internal teams on tax planning, estate solutions, and risk management
- Stay current on SEC/FINRA regulations and compliance requirements
- Utilize our CRM platform to track client relationships and business development
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or client-facing sales role
- Proven track record of meeting sales targets and building client relationships
- Exceptional communication skills with ability to explain complex concepts
- Proficiency in financial planning software and CRM systems
- Strong analytical mindset and attention to detail
- Entrepreneurial drive with self-motivation and time management skills