Entry-Level Financial Advisor for Private Clients | Growth

Greenspring; Towson (MD); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) with employer match

Annual professional development stipend

Paid Short-Term and Long-Term Disability Insurance

Job summary

A financial services firm in Maryland is looking for an entry-level Financial Advisor to support their Private Client Group. The role focuses on client onboarding, assisting with operational tasks, and learning to communicate financial planning principles. The ideal candidate should be proactive with strong communication skills, a degree in Finance or related field, and a desire to further develop in the financial sector. Comprehensive benefits and a supportive culture are provided.

Qualifications

• 1-2 years of business experience preferred.
• Ability to obtain Series 65 license within the first year.
• A self-starter with a proactive and independent attitude.

Responsibilities

• Attend initial prospective client meetings and assist with onboarding.
• Work with Financial Planning team for investment strategy.
• Prepare and advise in client meetings once licensed.

Skills

Client relations

Communication skills

Problem-solving abilities

Microsoft Office proficiency

Financial planning concepts

Team collaboration

Education

Bachelor's degree in Financial Planning or related field

Tools

Salesforce

Tamarac

MoneyGuidePro

Morningstar

Job description

A financial services firm in Maryland is looking for an entry-level Financial Advisor to support their Private Client Group. The role focuses on client onboarding, assisting with operational tasks, and learning to communicate financial planning principles. The ideal candidate should be proactive with strong communication skills, a degree in Finance or related field, and a desire to further develop in the financial sector. Comprehensive benefits and a supportive culture are provided.