Affluent Market Financial Advisor (Draw Salary plus commission)
On-site · Baltimore, Maryland, United States
Baltimore, Maryland, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentBANKINGLarge
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Large
Industry
BANKING
Job Summary
As a Financial Advisor, you will provide tailored financial solutions to mass affluent clients, actively manage and grow investment portfolios, and collaborate with various banking partners to ensure compliance with investment strategies and regulations. The role involves coaching junior advisors, achieving sales goals, and maintaining utmost customer service.
Required Qualifications
- Combined minimum of 6 years of higher education and/or work experience
- Minimum of 4 years of investment or insurance sales experience
- FINRA Series 7, 63 and 65 or 66 licenses
- Pertinent state Life/Variable Insurance licenses
Desired Qualifications
- Previous trust/fiduciary product experience
- Financial Planning experience
- Managed Accounts experience
- Insurance experience
- CFP designation
- CLU designation
- ChFC designation
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.