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Financial Advisor

2 months ago

Baltimore, United States Financial & Realty Services, LLC Full time
Job DescriptionJob Description

Financial & Realty Services, LLC dba FRS Professional Services, LLC (FRS) located in Calverton, Maryland, is currently recruiting Financial Advisors - Registered Retirement Specialists (Internal) to service our institutional client, Nationwide/City of Baltimore Deferred Compensation Plan in Baltimore, MD. Candidate will provide education and deliver service for public sector employers while developing, managing and retaining relationships. Candidate will work out of the local City of Baltimore office, Monday - Friday from 8:30 a.m. - 4:30 p.m.

Major Responsibilities

  • Schedules and conducts one-on-one and group meetings with city employees covering retirement planning education, distribution planning, asset allocation, retention strategies, transfer-in opportunities and cash flow analysis.
  • Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth.
  • Developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
  • Provide assistance and support to Program Director that may include: assistance with training on new presentations, product information, and policy or process changes. Function as a point of contact for inquiries and help troubleshoot problems. Manage special projects that may relate to marketing, customer service, enrollment and other administrative processes of deferred compensation program. Work with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.

Skills: Excellent sales, communication and presentation skills required. Demonstrated ability to effectively manage a territory of clients. Must be able to work independently with little supervision.

Knowledge: Comprehension of annuity and investment products with the ability to effectively communicate product information. Understanding of the competitive landscape. Demonstrated knowledge of plans necessary to fully support Program Director in administrative and sales responsibilities.

Requirements

  • Bachelor’s degree in related field (insurance, business, marketing) preferred
  • Three years of related experience in financial, sales or educational services functions
  • Maryland Life & Health, Series 6 or 7, and/or 65/66 licensed
  • Professional designation a plus and/or retirement planning experience in a corporate, federal, state or municipal agency.

Benefits include:

  • Competitive salary
  • Medical/dental/life/disability insurance
  • 401(k) with company match
  • Paid holidays and annual leave