Base: $60k-$65k depending on level; bonus/equity: ...
On-site
Client financial needs assessment
Investment transaction execution
Revenue production goal achievement
Shore United Bank is seeking a full-time Financial Advisor for its Wye Financial Partners division, responsible for guiding clients in financial planning and investment strategies. The role requires relevant licenses and experience, focusing on building client relationships and driving revenue growth
Job Summary
The role involves guiding clients through financial planning, investment strategies, and long-term wealth decisions aligned with their personal goals.
This is a licensed position requiring FINRA Series 7, 66 (or equivalent), and VA L&H to execute investment transactions.
Employees receive comprehensive benefits including health insurance, a 401k match up to 4%, paid parental leave, and generous paid time off.
Matching Summary
Match Score: 85
Shore United Bank is seeking a full-time Financial Advisor for its Wye Financial Partners division, responsible for guiding clients in financial planning and investment strategies. The role requires relevant licenses and experience, focusing on building client relationships and driving revenue growth.
Salary
Base: $60K-$65K depending on level; Bonus/Equity: Production commission; Benefits: Comprehensive package including 401k match and paid leave
Skills & Requirements
Must-have
Client financial needs assessment
Investment transaction execution
Revenue production goal achievement
Market research and trend analysis
Compliance with federal regulations
Nice-to-have
Community event participation
Collaborative team environment
Continuous professional development
Strong referral network building
Advanced certification preferences
Key Requirements
Series 7 Licensing required
Series 63 or 65/66 Licensing required
Life, Health, and Variable Annuities Insurance Licensing