Financial Advisor

Jemma Financial Services, a growing RIA based in Towson MD, is looking for an experienced Financial Advisor to join the team. The position offers a supportive environment for professional growth and development while building enduring client relationships through sound, thoughtful, and objective advice. Competitive base salary plus discretionary bonus. 

Responsibilities

• Develop, implement, and monitor individualized planning strategies for clients to help meet their financial objectives.
• Help clients build, manage, preserve, and transition their financial resources and wealth.
• Establish meaningful relationships with clients and their families, instilling trust and confidence in the advisor and firm.
• Cultivate new business opportunities by networking and pursuing qualified leads.

Qualifications

• Current Investment Advisor Representative designation (Series 65 or Series 66 license).
• Certified Financial Planner (CFP) designation or working toward certification a plus.
• Strong communication skills both written and verbal, as well as experience presenting to diverse audiences.
• Self-directed and able to work independently, as well as work in a team-oriented environment.
• Ability to prioritize and multi-task time-sensitive assignments.
• Confidential with all matters concerning clients and prospects.
• Excellent PC knowledge and familiarity with financial planning software and CRM technology is preferred.