Financial Advisor RIA Firm Germantown, MD
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Job Location:
Germantown, MD - USA
Monthly Salary:
$ 50000 - 60000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Financial Advisor
Are you looking to expand your career and to be part of a successful team Are you driven self-motivated and customer focused If you enjoy working closely with clients developing long-term relationships constantly challenging yourself and providing superior customer service and expertise we would like to talk to you! Legacy Capital Planners inGermantown MDis seeking to add a Financial Advisor to the team! Legacy Capital Planners specializes in serving individuals aged 55 and older with $1 million or more in investable assets people approaching or in retirement who need expert guidance and personal attention.
This is an opportunity to join a boutique financial planning firm with a steady flow of qualified leads from educational seminars client referrals and strategic partnerships. Youll work directly with high-quality prospects and existing clients while receiving mentorship from senior advisors.
Key Traits:
- An exceptional communicator who can quickly earn trust and build strong relationships
- A consultative relationship-driven sales professional with the ability to guide clients through complex financial decisions
- Confidence and professionalism in client meetings and public speaking environments
- A self-motivated organized individual with strong follow-up and attention to detail
- A team player with a growth mindset and a commitment to long-term success
Minimum Requirements:
- Bachelors degree preferred
- 1 years of financial services experience with an emphasis on sales
- Life and Health Insurance licensed required
- Series 65 preferred or willingness to obtain
- Proficient with MS Office Suite (Outlook Excel Word and Power Point)
- Experience with CRM preferred but not required
- Strong mathematical and analytical skills
Position Responsibilities:
- Meet with qualified leads generated through seminars referrals and client introductions
- Build rapport and trust with high-net-worth retirement-focused individuals
- Create and present personalized financial plans tailored to each clients goals
- Recommend and implement financial strategies using tax strategies investments annuities life insurance and long-term care planning
- Participate in educational events and seminars as a firm representative and speaker
- Support other advisors while growing your own book of business over time
Salary:
- Base salary $50000-$60000 based on experience
- Commission structure with bonus opportunities
Benefits:
- 401k with profit sharing
- Paid health insurance for employee
- PTO
- Cash balance retirement plan
Hours:
- Monday Friday 8:30am 5:00pm
- Some evenings required for client events and educational seminars
Presented by Advisor Employee ServicesThank you for your interest in the Financial Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
