Sports-Focused Financial Advisor

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 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.