4 FINANCIAL ADVISOR Jobs in Frederick, MD
Impact Solutions is Hiring a FINANCIAL ADVISOR Near Frederick, MD
MUST HAVE 7/66 (63/65)
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you’ll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
- Marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Potential Opportunities for professional growth.
- Leadership opportunities, including leading client and conference seminars
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
- Is a self-starter who efficiently manages time and capacity.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
- Proven ability to partner and promote lead generation.
- Experience balancing investment management, sales activities and new client development.
- Strong computer skills and the ability to multitask in a demanding environment.
- A bachelor’s degree, preferably in business-related field.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained insurance licenses.
Job Summary
Full Time
Scientific Services
$52k-69k (estimate)
06/15/2023
06/12/2024
impact-solutions.co.uk
GRANGEMOUTH, SCOTLAND
25 - 50
2002
KEVIN ROSS
<$5M
Scientific Services
Related Companies
The job skills required for FINANCIAL ADVISOR include Leadership, Products and Services, Background Check, Communicates Effectively, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a FINANCIAL ADVISOR. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by FINANCIAL ADVISOR. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for FINANCIAL ADVISOR positions, which can be used as a reference in future career path planning. As a FINANCIAL ADVISOR, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary FINANCIAL ADVISOR. You can explore the career advancement for a FINANCIAL ADVISOR below and select your interested title to get hiring information.
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