Financial Planning Sales Associate for Women Focused Practice

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

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

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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