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FINANCIAL ADVISOR POSITION

Job Type: Full Time

Job Location: Baltimore, MD

Required Education: Bachelor’s Degree

Required Experience: 3-5 years

Required Licenses: Series 63, 65, 6 or 7, Life and Health

Responsibilities:

  • Acquire and develop new client relationships while developing strategies to help clients achieve their financial goals
  • Cooperate with team members to create client enhancements
  • Assist in educating through innovative, interactive workshops and events and by supporting the community through participation in local charitable events
  • Attend industry related educational seminars and events

THE COMPANY

A local Hunt Valley Advisor is seeking an advisor to collaborate with our team to bring innovative, fresh, solid investment advice to the local community in a stress-free environment. Our goal is to offer innovative advice by keeping ourselves well educated and by being in regular contact with our clients.

Our office is fully staffed with an outstanding group of professionals covering operations, marketing, and bookkeeping.

We have an office available for immediate occupancy in Class A office space.

We prefer a 1099 candidate, however a W2 will also be considered.

Submit your Application Today!

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    Check the background of this financial advisor on FINRA's BrokerCheck

    Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of CA, DE, FL, MA, MD, PA, TN, VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
    Cambridge is not affiliated with Investment Watch, LLC
    Cambridge’s Form CRS (Customer Relationship Summary)