Financial Advisor - Gaithersburg, MD

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 in Germantown, MD is 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. You'll 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

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Presented by Advisor Employee Services Thank 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!

Pay Range : $50,000 - $60,000 per year