Talent.com
FINANCIAL ADVISOR
FINANCIAL ADVISORJamie Grayem • Annapolis, MD, United States
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie Grayem • Annapolis, MD, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

FINANCIAL ADVISOR

Status : Full-Time

Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support

Executive Summary

We are seeking a highly motivated, licensed, and client-focused Financial Advisor to join our established practice. This is a unique opportunity to leverage a robust internal referral network and comprehensive business support to build a thriving practice. You will be responsible for providing holistic financial guidance to affluent and high-net-worth clients, specializing in investment management, retirement planning, and complex wealth strategies. If you are a self-starter with a proven track record of exceeding sales goals and a passion for deep regulatory due diligence, we want to hear from you.

Compensation & Benefits

  • Competitive Base Salary : $75,000 - $150,000
  • Bonus Structure : Lucrative Quarterly Production Bonus based on client acquisition and asset management performance.
  • Comprehensive Benefits Package : Full medical, dental, and vision coverage, 401(k) matching, paid time off, and more.

Key Responsibilities

Client Relationship Management & Advisory

  • Develop, maintain, and deepen relationships with a book of affluent and high-net-worth clients by providing superior financial planning and advisory services.
  • Conduct in-depth analysis of clients' financial situations, goals, risk tolerance, and timelines to create personalized, goal-based financial plans.
  • Present and implement strategic investment recommendations, covering a wide array of products including equities, fixed income, mutual funds, annuities, and insurance solutions.
  • Serve as the primary point of contact, coordinating with partners who are specialists in complex areas such as estate planning, tax strategies, and trusts.
  • Lead Generation & Business Development : Actively participate in promoting and partnering on lead generation activities, leveraging both firm-provided resources and personal networks to acquire new clients.

    • Compliance & Operational Excellence

  • Execute all daily activities and long-term client strategies with meticulous thoroughness, ensuring full adherence to all relevant regulatory requirements and internal compliance protocols.
  • Maintain and manage client accounts, investment paperwork, and communication records accurately and efficiently in a fast-paced environment.
  • Prioritize tasks, manage goals, and navigate complex regulations to ensure a compliant and productive practice.
  • SAFE Act Compliance : This position requires registration with the federal registry system pursuant to the SAFE Act. Employees must submit to the required background check and remain in good standing. Failure to obtain and / or maintain SAFE Act registration will result in immediate termination.

    • What We Provide

    We are committed to empowering our advisors with the resources needed to succeed at the highest level :

  • Dedicated Referral Network : A strong, established referral pipeline from across the business to accelerate opportunities for affluent and high net worth client acquisition.
  • Marketing Support : Sophisticated marketing strategies and resources to help you reach wider audiences and increase your appeal.
  • Professional Development : Ongoing education, training, and resources to deepen your skills, adapt to industry changes, and optimize your practice.
  • Career Growth : Potential opportunities for professional advancement and leadership roles.
  • Thought Leadership : Opportunities for leadership and influence, including leading client seminars and presenting at professional conferences.

    • Qualifications and Skills

    Required Credentials & Experience (Must Have)

  • Licensing : Currently holds an active Series 7 license and either the Series 66 license or the combination of Series 63 and Series 65 licenses.
  • Experience :

    • Minimum of two (2) years of experience working in the financial service industry and / or a high-performance sales environment where goals were consistently met or exceeded.

  • Must include at least one (1) year of experience specifically within the investments industry, demonstrating in-depth knowledge of investment products, services, and training.

    • Required Behavioral & Core Skills

  • Self-Management : A highly autonomous, self-starter who efficiently manages time, capacity, and goal setting.
  • Client Engagement : Communicates effectively and confidently, building and nurturing strong, trust-based relationships with all clients.
  • Adaptability : Enjoys continuous learning, adapts quickly to new information, and is committed to finding the best solutions for clients.
  • Execution : Proven ability to manage complex tasks, prioritize effectively, and execute strategies in a demanding and fast-paced environment.
  • Collaboration : Collaborates effectively with internal teams and external partners to ensure seamless client service.

    • Desired (Preferred) Skills & Education

  • Education : A Bachelor's degree, preferably in a business-related field (Finance, Economics, Accounting, etc.).
  • Designations : Achieved or actively pursuing additional professional designations such as Certified Financial Planner (CFP®) and / or Chartered Retirement Planning Counselor (CRPC®) .
  • Additional Licensing : Obtained state-specific insurance licenses (Life, Health, Accident).
  • Technology Proficiency : Strong computer skills and familiarity with CRM and wealth management platforms.
  • Lead Generation : Proven ability and experience in balancing investment management, active sales activities, and new client development.
    • serp_jobs.job_alerts.create_a_job

    Financial Advisor • Annapolis, MD, United States

    Job_description.internal_linking.related_jobs
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr. Advisor, Financial Systems

    Sr. Advisor, Financial Systems

    Cardinal Health • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    What Financial Operating Systems (FOS) contributes to Cardinal Health.Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal contro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Wealth Tax Strategy Advisor

    Senior Wealth Tax Strategy Advisor

    Ernst & Young Oman • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    A global advisory firm seeks a Senior in Wealth Tax Advisory to deliver high-quality services to high-net-worth individuals. The ideal candidate will manage complex projects, require extensive knowl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Physical Therapist

    Physical Therapist

    Delta Companies • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    Compensation : $1,856 - $2,176 estimated weekly pay.Start : ASAP | open to 1-2 months out .Duration : 13 weeks | potential to extend . Benefits : Blue Cross Blue Shield medical benefits, paid housing or...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Potomac, MD - Outpatient Physical Therapist - Days - February Start

    Potomac, MD - Outpatient Physical Therapist - Days - February Start

    MedCadre • Highland Beach, MD, United States
    serp_jobs.job_card.full_time
    Athletico Physical Therapy is managed in ShiftWise Flex, and contracts to join that program will be issued once the offer is extended and accepted by the traveler. All compliance, billing, and assig...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Advisor

    Associate Advisor

    TalentLink Solutions • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    We are a client-focused, boutique financial advisory firm located in Annapolis.Since our founding in 2009, we've been dedicated to helping individuals and families build, manage, and preserve their...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Finance Buzz • Kingsville, Maryland, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Corporate Travel Physical Therapist - $2,190 per week

    Corporate Travel Physical Therapist - $2,190 per week

    Vibra Travels • Nottingham, MD, United States
    serp_jobs.job_card.full_time
    Vibra Travels is seeking a travel Physical Therapist for a travel job in Nottingham, Maryland.Job Description & Requirements Specialty : Physical Therapist Discipline : Therapy Duration : 13 weeks 40 ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Shore United Bank • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    Shore United Bank is seeking a full-time.A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments.Their dutie...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    First Command Financial Services • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Clearance Specialist

    Financial Clearance Specialist

    Johns Hopkins Medicine • White Marsh, MD, United States
    serp_jobs.job_card.full_time
    Johns Hopkins Health System, White Marsh, MD 21162 .Reporting to the Supervisor, Financial Clearance, this position will be responsible for processing administrative and financial components of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Physical Therapist

    Physical Therapist

    ATI Physical Therapy • Nottingham, MD, United States
    serp_jobs.job_card.part_time
    Are you a Physical Therapist looking to thrive in a supportive, balanced environment? Join ATI, a leader in Physical Therapy, where you’ll be part of a team redefining MSK care.With a mission to de...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Healthcare Business Banker

    Healthcare Business Banker

    First National Bank of Pennsylvania • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    Make a difference - for us and for your future.Regional Sales Manager of Healthcare Business Banking.This position is expected to source, retain, and deepen new and existing Healthcare Business Ban...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor II -Labor Benchmarking - Texas

    Financial Advisor II -Labor Benchmarking - Texas

    Baylor Scott & White Health • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas.Serves as the key financial resource for the Labor Benchmarking Team. Provides financial research require...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Private Practice

    Private Practice

    Unified Women's Healthcare - Annapolis • Annapolis, MD, United States
    serp_jobs.job_card.full_time +1
    Unified Women's Healthcare - Annapolis.Permanent OBGYN - General - Annapolis, MD - Full Time Days - Pay up to $300K / YR - Annapolis, MD. Unified Women u2019s Healthcare - Annapolis.Unified Women's He...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Billing Specialist I

    Billing Specialist I

    Greater Baltimore Medical Center (GBMC) • Perry Hall, MD, United States
    serp_jobs.job_card.full_time
    Under direct supervision, performs all billing and collection functions on account balances within assigned financial classes. Ensures timely submission of all claims and timely follow up.Perform el...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist - $2,069 per week

    Travel Physical Therapist - $2,069 per week

    Medical Solutions Allied • Annapolis, MD, United States
    serp_jobs.job_card.full_time
    Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Annapolis, Maryland.Job Description & Requirements. We’re seeking talented healthcare professionals whose adventur...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted