Financial Planning Sales Associate for Women Focused Practice

Location
Gaithersburg, Maryland
Salary
Commensurate based on experience
Posted
May 04, 2021
Closes
Jun 03, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Established top Financial Planner is seeking a full-time licensed Client Sales Associate who is looking for a rewarding, lifelong career to support a Women-centric practice.  

Please respond by sending your resume to 4JobResponse@gmail.com

Job Requirements:

  • Enjoy helping people better understand their finances
  • Excellent interpersonal skills
  • Ability to build trusting relationships while committed to the highest level of integrity
  • Responsible for scheduling appointments with perspective clients and centers of influence
  • Connect with referrals through prospecting and networking
  • Goal oriented and independent
  • Reliable and detail oriented, with excellent organizational skills
  • Collaborate with Planner by working together to help clients

Preferred: (but not required at hire)

  • Prior sales success
  • Leadership experience
  • Solid understanding of the financial planning process and needs analysis
  • FINRA Series 7 & 66 registrations
  • State Life & Health Insurance license

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