Financial Advisor – Sports & Wealth Management

First Financial Group; Bethesda (MD); On-site; USD 90,000 - 150,000; Full time

Job summary

First Financial Group is expanding its financial advisory team to build a practice focused on youth and amateur sports. The role offers the chance to work with clubs, coaches, executives and others to deliver retirement, benefits, wealth management and personal financial planning solutions.

Ideal candidates bring experience in financial services and a strong network in sports circles, with an entrepreneurial mindset and commitment to long-term client development.

Qualifications

• Experience in financial services or related field.
• Strong relationship-building and communication skills.
• Entrepreneurial mindset with interest in building a long-term advisory practice.

Responsibilities

• Build and manage relationships with individuals, families, business owners and organizations.
• Develop comprehensive financial strategies based on client goals and financial circumstances.
• Provide guidance across investments, retirement planning, risk management and wealth accumulation.
• Identify and develop new client relationships through networking, referrals and market development.
• Collaborate with specialists to provide comprehensive client solutions.
• Participate in the development of our sports-focused financial services initiative.
• Maintain FINRA and firm compliance standards.

Skills

Relationship-building

Communication

Entrepreneurial mindset

Client development

Collaborative teamwork

Tools

Series 7/6/65/66 licenses

Life and Health licensing

Job description

First Financial Group is expanding our financial advisory team and developing a growing initiative focused on the business of youth and amateur sports.

We are looking for a Financial Advisor who wants to build a practice with the resources of an established financial services organization while also having the opportunity to participate in a developing sports-focused market.

Our work in the sports industry goes beyond traditional individual financial planning. We are building relationships with sports clubs, organizations, coaches, executives and other professionals to address areas including retirement plans, employee benefits, financial wellness, wealth management and individual financial planning.

For the right advisor, this creates an opportunity to build a traditional financial advisory practice while developing a specialty within an industry that has historically been underserved by comprehensive financial services.

Previous experience as an athlete, coach, administrator or within the sports industry is valuable, but not required.

Responsibilities

• Build and manage relationships with individuals, families, business owners and organizations
• Develop comprehensive financial strategies based on each client's goals, needs and financial circumstances
• Provide guidance across investments, retirement planning, risk management and wealth accumulation
• Identify and develop new client relationships through networking, referrals and strategic market development
• Work collaboratively with specialists and other professionals to provide comprehensive client solutions
• Participate, where appropriate, in the continued development of our sports-focused financial services initiative
• Maintain appropriate FINRA, regulatory and firm compliance standards

What We're Looking For

• Current or previous experience in financial services, wealth management, banking, retirement services, insurance or a related field
• Strong relationship-building and communication skills
• Entrepreneurial mindset and interest in developing a long‑term advisory practice
• Series 7, Series 6, Series 65, Series 66 or other relevant securities licensing preferred
• Life and Health licensing preferred
• Existing Financial Advisors and experienced financial professionals are encouraged to apply
• Experience or relationships within youth, collegiate or professional sports are a plus
• Former athletes and coaches interested in combining their financial-services career with the sports industry are strongly encouraged to apply

Why This Opportunity Is Different

This is not simply a traditional Financial Advisor opening with “sports” added to the title.

We are actively developing relationships and financial solutions within the sports industry while continuing to expand a broader wealth management and advisory business.

An advisor joining our team can build across both worlds: developing their own client relationships and practice while potentially participating in a growing sports-focused platform.

For someone with a background in both financial services and athletics, this can provide an opportunity to bring those two parts of their career together.