Investment Consultant

Investment Consultant

Rockville, MD

Hybrid Work Environment

$110K–$115K (Base Salary Guaranteed Quarterly Bonuses)

Empower Your Career. Deepen Client Impact. Do What You Were Meant to Do.

You entered financial services to truly make a difference—to help people achieve lifelong financial goals. This is your chance to do just that with a national, privately-owned wealth management firm known for prioritizing relationships over transactions and people over profits.

Here, you won’t waste time cold-calling or prospecting. Instead, you’ll partner with an existing portfolio of clients—empowering you to focus on what matters most: delivering comprehensive financial guidance and developing lasting relationships

Why Join This Firm?

Career Growth & Advancement: Step into a clearly defined career path with robust mentorship, leadership support, and ongoing learning resources tailored for your professional development.

National Presence, Boutique Culture: Enjoy the best of both worlds—a well-respected national brand with the flexibility and close-knit culture of a privately held firm.

Purpose-Driven Work: Here, your advice doesn’t just manage portfolios—it changes lives. You'll help clients navigate complex financial journeys with confidence and clarity.

Your Role & Impact

Working from a collaborative branch office, you’ll lead meaningful financial planning conversations with existing clients. By leveraging best-in-class tools and support, you’ll deliver tailored investment strategies and deepen client relationships.

Key Responsibilities:

• Lead financial planning meetings and present personalized solutions aligned with each client’s goals.
• Cultivate relationships through proactive outreach, needs assessments, and seamless follow-up.
• Leverage firm technology to optimize client prep, communication, and service delivery.

What You Bring:

• Licensing: Active Series 7 and 66 (or 63 & 65) licenses required.
• Experience: 2 years of experience in financial planning and investment advisory services.
• Education: Bachelor’s degree; CFP® or progress toward designation is a plus.
• Skills: Excellent communicator with a strong grasp of investment products, relationship management, and consultative problem-solving.
• Mindset: Entrepreneurial, service-focused, and thrives in a dynamic, collaborative environment.

They Invest in You

This firm is committed to your success—personally, professionally, and financially. You’ll receive: Stable base salary guaranteed quarterly bonuses $110K–$115K. Robust benefits, including:

• Comprehensive health care & mental wellness support
• Generous retirement contributions
• Paid time off parental leave
• Tuition reimbursement, student loan repayment, and more
• Hybrid workplace model balancing in-office engagement and off-site flexibility
• Charitable giving match programs, and community involvement opportunities

Take the Next Step in a Career That Matters

If you're ready to move beyond transactions and build a meaningful career where your expertise is valued and your growth is prioritized, Apply today!