Financial Advisor Posted Oct 27
FINANCIAL ADVISOR

We are seeking energetic, inspiring, entrepreneurial individuals to work as Financial Advisors in a growing, dynamic, full service financial planning firm, with a branch office located in scenic downtown Annapolis. We are part of a growing independent Registered Investment Advisory firm with offices nationwide.

• Qualifications: College degree and Series 6, 63, 65 and Life and Health licenses. Three years or more financial planning experience working directly with clients. Superior interpersonal communications skills, integrity, and strong work ethic essential.

• Compensation: Competitive commission, fees, and bonus structure. Performance-based incentives for long term commitment to excellence.

• Culture: unique collaborative culture focused on service to clients and continuous learning and improvement. Our vision is to become the most respected financial planning and services provider in the financial industry, and to set the standard by which all others are measured.

• Team approach with experienced office staff to assist and collegial advisor mentors to facilitate the launch of your practice.

• Training: Robust, well-structured program through the first year and beyond.