Financial Planning Sales Associate for Women Focused Practice
- Employer
- Medallion Financial
- Location
- Gaithersburg, Maryland
- Salary
- Commensurate based on experience
- Closing date
- Jun 3, 2021
View more
- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
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Job Details
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
Company
We are an independent financial advisory practice celebrating over 30 years of service to our clients.
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