Licensed Financial Advisor

Posted 4 days ago

first financial groupNone (21)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Junior

SALARY

$78,000 to $150,000 per year

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About the role

About Us: Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned businesses of its kind in the Mid-Atlantic region. With locations across the country and a solid history of helping clients protect and build wealth for over forty years, FFG's mission is to help our clients live great financial lives.

The Opportunity: As a Financial Advisor at First Financial Group, you will play a pivotal role in guiding clients through their financial journey. You will be provided with comprehensive training and support, allowing you to build a rewarding career while helping clients achieve their financial goals.

Job Responsibilities:

Develop and maintain strong relationships with clients to understand their financial needs and goals.
Provide personalized financial planning and investment advice tailored to clients' objectives
Analyze financial data and market trends to create effective strategies for wealth management.
Educate clients on insurance products, investment options, and retirement planning.
Continuously expand your knowledge and skills through ongoing training and professional development.

Desired Qualifications: Bachelor's degree in Finance, Business, or a related field. Strong interpersonal and communication skills. Motivated and self-driven with a passion for helping others. Ability to work independently as well as part of a team. Relevant certifications (Life and Health license, Series 7, Series 66) or willingness to obtain them.

Nice-to-Haves: Previous experience in sales or customer service roles. Understanding of financial products and services. Active involvement in community service or professional organizations. Experience with financial planning software.

Compensation: This is a performance based career. Compensation packages will be based off experience if you are currently a licensed Financial Advisor. Entry level roles are commission based where first year earnings are typically from $78,000 to $150,000 per year

Before you apply

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Your profile is current

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Two examples you can talk through

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A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.