Investment Services Advisor (Series 6/7) Plus Signing Bonus

Stephaniezowens; Baltimore (MD); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Profit sharing

Signing bonus

Job summary

Stephanie Owens Agency in Baltimore is seeking a full-time Registered Representative to join their team. The successful candidate will market financial products, provide investment options, conduct financial needs analyses, and manage customer portfolios. Qualifications include a Series 6 or 7 license, strong knowledge of investment products, and exceptional communication skills. The position offers a competitive compensation package ranging from $50,000 to $75,000 per year, with additional benefits such as paid time off and profit sharing.

Qualifications

• Strong knowledge of investment products and financial markets.
• Detail-oriented with strong analytical skills.
• High ethical standards and professionalism.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication skills

Customer service skills

Analytical skills

Relationship building

Proficiency with financial software

Education

Series 6 or 7 license

Relevant certifications

Tools

Financial software

Job description

Stephanie Owens Agency in Baltimore is seeking a full-time Registered Representative to join their team. The successful candidate will market financial products, provide investment options, conduct financial needs analyses, and manage customer portfolios. Qualifications include a Series 6 or 7 license, strong knowledge of investment products, and exceptional communication skills. The position offers a competitive compensation package ranging from $50,000 to $75,000 per year, with additional benefits such as paid time off and profit sharing.