Financial Advisor

Location
Towson, Maryland
Salary
Competitive base plus discretionary bonus
Posted
Apr 29, 2021
Closes
May 29, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing

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.

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