Talent.com
Financial Advisor

Financial Advisor

The Misch GroupBaltimore, Maryland, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Description

We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry.

Key Responsibilities

  • Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
  • Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
  • Build and maintain strong client relationships, fostering trust and long-term partnerships.
  • Acquire and manage a book of business, expanding the firm's client base.
  • Conduct thorough financial analyses and market research to identify investment opportunities.
  • Ensure compliance with all regulatory requirements and ethical standards.
  • Participate in business development activities, including networking and client acquisition.
  • Stay up-to-date on industry trends, regulations, and product offerings.

Skills, Knowledge and Expertise

  • Experience as a Financial Advisor.
  • Active Series 65 or 66 license required.
  • Active Health and Life Insurance licenses required.
  • Established book of business required.
  • Strong understanding of financial planning principles, investment strategies, and insurance products.
  • Excellent communication, interpersonal, and presentation skills.
  • Proven ability to build and maintain client relationships.
  • Self-motivated, results-oriented, and able to work independently.
  • Bachelor's degree in finance, economics, or a related field preferred.
  • Proficient with financial planning software and CRM systems.
  • Benefits

    Health Insurance, life insurance, dental, vision, 401k with match, STD / LTD, supplemental benefits, PTO etc.

    Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.

    Create a job alert for this search

    Financial Advisor • Baltimore, Maryland, US

    Related jobs
    • Promoted
    Financial Solutions Advisor - Greater Baltimore, MD Market

    Financial Solutions Advisor - Greater Baltimore, MD Market

    Bank of AmericaLutherville Timonium, MD, US
    Full-time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...Show moreLast updated: 30+ days ago
    • Promoted
    Strategic Finance Advisor

    Strategic Finance Advisor

    DrivetrainWashington, DC, US
    Full-time
    Drivetrain is on a mission to empower businesses to make better decisions.Our financial planning & decision-making platform helps companies scale and achieve their targets predictably.Drivetrain is...Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Financial Advisor

    Private Client Financial Advisor

    Citizens Financial GroupWashington, DC, US
    Full-time
    Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Financial Advisor - Borough Park, Brooklyn

    Private Client Financial Advisor - Borough Park, Brooklyn

    Citizens Financial GroupWashington, DC, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the high signal to noise ratio, making the content beautiful and condensed.Show moreLast updated: 30+ days ago
    Financial Advisor

    Financial Advisor

    NASA FCUWashington, District of Columbia, United States, 20001
    Full-time +1
    NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may ...Show moreLast updated: 2 days ago
    • Promoted
    Financial Solutions Advisor- Chesapeake Market

    Financial Solutions Advisor- Chesapeake Market

    Bank of AmericaEllicott City, MD, US
    Full-time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - Educational Systems Federal Credit Union

    Financial Advisor - Educational Systems Federal Credit Union

    LPL FinancialGreenbelt, MD, US
    Full-time
    Educational Systems Federal Credit Union partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Educational...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - Signal Financial Federal Credit Union

    Financial Advisor - Signal Financial Federal Credit Union

    LPL FinancialKensington, MD, US
    Full-time
    Financial Advisor - Signal Financial Federal Credit Union.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solutions Advisor-Reisterstown Financial Center

    Financial Solutions Advisor-Reisterstown Financial Center

    Bank of AmericaReisterstown, MD, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 22 days ago
    • Promoted
    Financial Wealth Advisor - Baltimore, MD

    Financial Wealth Advisor - Baltimore, MD

    Corebridge FinancialBaltimore, MD, US
    Full-time
    Wealth Management Financial Advisor.At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for mo...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solutions Advisor Registration Candidate-Greater Baltimore, MD Market

    Financial Solutions Advisor Registration Candidate-Greater Baltimore, MD Market

    Bank of AmericaBaltimore, MD, US
    Full-time
    Financial Solutions Advisor Stage I - Registration Candidate.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do th...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solutions Advisor Registration Candidate- Research Boulevard Financial Center

    Financial Solutions Advisor Registration Candidate- Research Boulevard Financial Center

    Bank of AmericaRockville, MD, US
    Full-time
    Financial Solutions Advisor Stage I (FSA I).At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Res...Show moreLast updated: 3 days ago
    • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce22245 Arlington, VA, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show moreLast updated: 30+ days ago
    Financial Advisor / CFP - Baltimore, Maryland

    Financial Advisor / CFP - Baltimore, Maryland

    Kestra Financial Independent AdvisorBaltimore, MD, US
    Full-time
    Quick Apply
    Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses.We prior...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solutions Advisor Registration Candidate- Georgetown Financial Center

    Financial Solutions Advisor Registration Candidate- Georgetown Financial Center

    Bank of AmericaWashington, DC, US
    Full-time
    Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible...Show moreLast updated: 16 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce22211 Arlington, VA, US
    Full-time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solutions Advisor - Washington DC Market

    Financial Solutions Advisor - Washington DC Market

    Bank of AmericaWashington, DC, US
    Full-time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solutions Advisor Registration Candidate - Consumer Investments - Langston Blvd Financial Center

    Financial Solutions Advisor Registration Candidate - Consumer Investments - Langston Blvd Financial Center

    Bank of AmericaWashington, DC, US
    Full-time
    Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible...Show moreLast updated: 30+ days ago