Financial Planning Consultant
1 day ago
We are seeking an experienced and licensed financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Ideal candidate will want to own their opportunity and have a business owner mindset. Apply now Responsibilities: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Customize financial plans for each client based on potential life changes and changing financial needs Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Requires a Bachelor’s degree in finance, business administration, or related field • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • 3+ years of experience in the insurance, financial advisory, or planning field • Proven track record of generating book of business • Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start Compensation: $90,000+ at plan commission
•
Compensation:
$90,000 per year
-
Entry-Level Financial Advisor
1 week ago
Baltimore, MD, United States Thompson Financial Group Full timeDescription We are seeking an eager, strategic, and definitive financial advisor to join our team in an entry-level position that offers room for growth and book of business ownership. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing...
-
Entry-Level Financial Advisor
5 days ago
Baltimore, MD, United States Thompson Financial Group Full timeDescription We are seeking an eager, strategic, and definitive financial advisor to join our team in an entry-level position that offers room for growth and book of business ownership. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing...
-
Entry-Level Financial Advisor
3 days ago
Baltimore, MD, United States Thompson Financial Group Full timeDescription We are seeking an eager, strategic, and definitive financial advisor to join our team in an entry-level position that offers room for growth and book of business ownership. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing...
-
Entry-Level Financial Advisor
1 week ago
Baltimore, MD, United States Thompson Financial Group Full timeDescription We are seeking an eager, strategic, and definitive financial advisor to join our team in an entry-level position that offers room for growth and book of business ownership. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing...
-
Entry-Level Financial Advisor
1 day ago
Baltimore, MD, United States Thompson Financial Group Full timeDescription We are seeking an eager, strategic, and definitive financial advisor to join our team in an entry-level position that offers room for growth and book of business ownership. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing...
-
Financial Advisor
1 week ago
Baltimore, MD, United States Cetera Financial Group Full timeJob Description Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Managed Financial Professional. With a strong focus on sales and customer service, the Managed...
-
Financial Advisor
2 weeks ago
Baltimore, MD, United States Cetera Financial Group Full timeJob Description Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Managed Financial Professional. With a strong focus on sales and customer service, the Managed...
-
Financial Services Field Internship
4 days ago
Baltimore, MD, United States Thrivent Financial Full timeAt Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. If you have a heart for service and a passion for helping others reach their financial goals, we’d like...
-
Financial Analyst
7 days ago
Baltimore, MD, United States Kforce Full timeResponsibilities Kforce has a client in Baltimore, MD that is seeking a Financial Analyst.Responsibilities: Financial Modeling & Forecasting: Develop, maintain, and enhance financial models to support strategic planning, budgeting, and scenario analysis Budgeting & Planning: Assist in the preparation of annual budgets, quarterly forecasts, and long-term...
-
Financial Advisor
6 days ago
Baltimore, MD, United States Kestra Financial Independent Advisor Full timeAbout Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more...
