Financial Advisor

This role presents an entrepreneurial path to establish a personal financial planning practice within a wealth management framework, supported by sponsorship for industry licenses, structured training, mentorship, and essential infrastructure.

Location

Frederick, MD onsite

Compensation

Salary: USD 82,247 - 120,000 per year

Responsibilities

• Develop and grow your personal book of business by actively prospecting and generating new client leads.
• Leverage existing professional, community, and personal networks to identify opportunities.
• Conduct discovery meetings to understand client goals and recommend tailored financial solutions.
• Deliver presentations and financial plans that may address: savings, investments, retirement, insurance, education, income/cash flow planning and other financial priorities.

Requirements

• Bachelor’s degree
• Strong communication, presentation, and interpersonal skills
• Self-starter with high motivation, resilience, and the ability to work independently
• Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses
• Passion for helping clients achieve financial goals and willingness to build a career from the ground up

Benefits

• Performance-based compensation: unlimited earning potential tied directly to production
• Access to training, mentorship, and professional licensing support
• 401(k)
• Health insurance
• Retirement plan
• Clear career path with potential for leadership opportunities

Skills & Competencies

• Entrepreneurial mindset with a strong work ethic
• Natural ability to network and develop professional relationships
• Goal-oriented and comfortable in a performance-driven environment
• High level of integrity and professional presence
• Strong organizational skills for managing a pipeline of prospects and clients