Financial Advisor (Draw Salary plus commission)
Core
Build and grow a book of business by delivering personalized investment and insurance solutions to clients in the Baltimore market.
Role type
Financial Advisor (Sales & Advisory)
Builds
Client relationships and assets under management
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, Insurance sales, Business development, Networking, Client relationship management, Portfolio review
Preferred skills
Strong referral network, Independent work
Technologies
Investment and insurance solutions suite
Responsibilities
Build and grow a book of business through referrals and new client development, Deliver personalized investment and insurance solutions, Partner with branch and wealth teams, Conduct portfolio reviews and recommend strategies, Manage the full client lifecycle