Job Description
Join Baltimore's premier wealth management firm as a Senior Financial Advisor! We're seeking driven professionals to build client portfolios while earning uncapped commission potential. Enjoy comprehensive training, cutting-edge tech tools, and a collaborative culture in the heart of Maryland's financial district. Ideal for CFP® candidates with 3+ years of experience.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios across equities, bonds, and alternative assets
- Drive new client acquisition through networking and referrals
- Conduct quarterly portfolio reviews and strategy adjustments
- Maintain FINRA Series 7/66 certifications compliance
- Collaborate with tax and estate planning specialists
Qualifications
- CFP® designation required
- Minimum 3 years financial advisory experience
- FINRA Series 7 & 66 licenses active
- Proven track record in client relationship management
- Strong analytical and presentation skills
- Bachelor's degree in Finance or related field