Job Description
Join Baltimore's premier wealth management firm as a Senior Financial Advisor. We're seeking driven professionals to build client portfolios and transform financial futures. Enjoy uncapped commission, comprehensive benefits, and mentorship from industry leaders. Your expertise will shape personalized investment strategies for high-net-worth individuals in Maryland's vibrant financial hub.
Responsibilities
- Develop comprehensive financial plans covering retirement, investments, and risk management
- Cultivate client relationships through regular portfolio reviews and market insights
- Exceed quarterly revenue targets through strategic prospecting and client acquisition
- Stay current on SEC regulations and industry best practices
- Collaborate with portfolio managers to execute complex investment strategies
- Present financial solutions to C-suite executives and family offices
- Mentor junior advisors to build high-performance teams
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years experience in high-net-worth financial advisory
- Proven track record of $5M+ AUM management
- Advanced degree in Finance, Economics, or MBA
- Exceptional presentation skills for executive audiences
- Experience with CRM platforms like Salesforce
- FINRA clean compliance record