Financial Advisor

Location
Germantown, Maryland
Salary
base salary along with some fringe benefits
Posted
Jun 18, 2021
Closes
Jul 18, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing

Potomac Financial Consultants, LLC based in Germantown, MD is looking to add an experienced financial advisor to our team.  We are an independent, relationship-focused financial planning firm providing comprehensive wealth management and retirement income planning for a diverse client base.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with over 25 years of experience in the industry.  This position is looking for an individual who has developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.

The candidate for this position will need to possess the following knowledge, skills and education:

Knowledge, Skills, and/or Abilities:

  • Possess a genuine interest in serving and caring for clients while being able to start up and hold conversations with a diverse demographic of individuals independently
  • Detail oriented with a commitment to accuracy, confidentiality, ethical behavior and high-quality work ethic
  • Demonstrate a deep understanding of financial markets and can effectively simplify complex financial concepts while building relationships with clients
  • Strong time management and organizational skills is a must; able to work independently and effectively managing multiple tasks at one time while meeting deadlines
  • Experience with e-Money and Envestnet a plus
  • Be willing to support Lead Financial Advisor with various client matters

Education and/or Requirements:

  • Minimum of 3 years of experience in financial services industry
  • FINRA Series 7 and 66 required
  • Experience in the independent financial services cultured preferred
  • Bachelor’s degree in finance, accounting or related field
  • Clean SEC and FINRA record
  • CFP certificate, or willing to obtain

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