Financial Advisor (Series 65/7)
Location: Columbia, MD
Job Type: fulltime
Company: Alexander Brown - State Farm Agency
Salary: $65000.0 - $150000.0 per year
Category: Financial Services
Job Description Apply Now
Are you an experienced financial professional seeking a rewarding opportunity to advance your career? We are currently searching for a Financial Advisor (Series 65/7) to join our dynamic team in Maryland. Our award-winning agency is committed to providing exceptional financial services to our clients and empowering our employees to reach their full potential. With three locations across Maryland, we pride ourselves on delivering outstanding results and fostering a collaborative, supportive work environment.
The Financial Advisor (Series 65/7) will play a crucial role in helping individuals and families achieve financial security and confidence in their future. As part of our team, you will engage clients in meaningful, value-driven conversations about their financial goals, provide expert investment guidance, and manage ongoing relationships. Our agency is dedicated to offering a remarkable customer experience, and we are seeking someone who is enthusiastic, self-motivated, and thrives in a fast-paced setting. This is an in-office, full-time position located in Maryland, with opportunities for career growth, competitive compensation, and comprehensive benefits.
As a Financial Advisor (Series 65/7), your primary focus will be on building long-lasting client relationships by offering tailored investment solutions that align with each client’s unique needs and objectives. Your ability to communicate complex financial concepts in a clear and approachable manner will be essential to your success. By staying up to date on industry trends and regulatory changes, you will ensure that clients receive the most relevant and compliant guidance possible. Additionally, your role will involve conducting presentations and seminars on investment topics, further establishing your expertise and strengthening client trust.
Our agency values integrity, professionalism, and a strong work ethic. We are looking for a candidate who demonstrates high ethical standards and is committed to maintaining compliance with all industry regulations. The ideal Financial Advisor (Series 65/7) will have a proven track record of meeting sales goals, excellent communication skills, and proficiency with financial software and tools. Previous experience in financial services, as well as sales or customer-facing roles, is highly preferred.
In joining our team, you will benefit from a supportive culture that encourages ongoing learning, professional development, and advancement opportunities. We offer a competitive base salary plus commission and bonus, paid time off, a flexible schedule, 401(k) matching, group life insurance, and valuable experience that will enhance your career in the financial services sector. Our agency is invested in your long-term success, providing the resources and mentorship needed to help you achieve your personal and professional goals.
If you are passionate about helping others achieve financial success and are eager to contribute to a thriving agency, we encourage you to apply for the Financial Advisor (Series 65/7) position. Take the next step in your career by clicking the job application button and joining our dedicated team of financial professionals.
Financial Advisor (Series 65/7) - Summary- Serve as a trusted advisor by offering investment options and securities consulting to clients
- Leverage your Series 65 or 7 License to provide expert financial guidance
- Collaborate with a team committed to client success and professional growth
- Provide investment options and consult on securities to customers
- Conduct thorough financial needs analysis and recommend appropriate investment products
- Manage client portfolios and deliver ongoing support and guidance
- Stay current with market trends, products, and regulatory requirements
- Host presentations and educational seminars on financial and investment topics
- Maintain accurate records of all transactions and client interactions
- Ensure compliance with industry regulations and company policies
- Competitive base salary plus commission and bonus opportunities
- PTO including holidays, vacation, and sick days
- Flexible scheduling to support work-life balance
- 401(k) matching program
- Group life insurance coverage
- Opportunities for advancement and professional growth
- Must possess an active Series 65 or Series 7 License
- Experience in the financial services industry required
- Sales experience strongly preferred (inside, outside, retail, or telemarketing)
- Demonstrated success in meeting sales goals or quotas preferred
- Excellent written, verbal, and listening communication skills
- Proficiency with financial software and analytical tools
- High ethical standards and professionalism
- Strong self-motivation and ability to multi-task
- Ability to relate well to clients and understand their financial objectives
- Energetic, motivated self-starter with a passion for financial services
- Strong interpersonal and presentation skills
- Adaptable and thrives in a fast-paced, team-oriented environment
- Commitment to delivering outstanding customer experiences
- Driven to achieve results and grow professionally within the agency
- This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
- Enjoy the benefits of working in Maryland, a region known for its vibrant communities and professional opportunities in the financial sector.
- If you are ready to make a positive impact and advance your career as a Financial Advisor (Series 65/7), click the job application button to submit your application today!