Job Description
Join WealthBridge Financial Partners, a leading wealth management firm, as an Immediate Hire Financial Advisor in Baltimore. We're seeking dynamic professionals to serve our diverse client base and drive growth in Maryland's thriving financial sector. Enjoy competitive compensation, comprehensive training, and a supportive team environment.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain strong client relationships through regular portfolio reviews and market updates
- Drive business development through networking, referrals, and targeted outreach
- Ensure compliance with FINRA regulations and industry best practices
- Collaborate with internal teams to deliver integrated financial solutions
- Stay current on market trends, tax laws, and investment products
- Maintain accurate client documentation and reporting
Qualifications
- Series 7 and Series 66/63 licenses (required)
- 3+ years of financial advisory experience in wealth management
- Proven track record of meeting sales targets and client acquisition
- Bachelor's degree in Finance, Business, or related field
- Strong analytical skills and proficiency with financial planning software
- Exceptional communication and presentation abilities
- MD state insurance license (life/health preferred)
- Certified Financial Planner (CFP) designation a plus