Financial Advisor

Shore United Bank

Annapolis, Maryland, USA
Financial advisor i (1-5 years experience) - $60k ...
On-site
Client financial planning
Investment research
Execute investment transactions
Shore United Bank is seeking a full-time Financial Advisor responsible for providing sound financial planning and investment advice to businesses and individuals

Job Summary

  • Shore United Bank is seeking a full-time Financial Advisor responsible for providing sound financial planning and investment advice to businesses and individuals.
  • Essential functions include meeting with clients to determine financial objectives, offering strategic advice on products and services, and performing market research.
  • The company offers a comprehensive benefits package, a 401k savings plan with company match, and opportunities for growth and advancement.

Matching Summary

Shore United Bank is seeking a full-time Financial Advisor responsible for providing sound financial planning and investment advice to businesses and individuals.

Salary

Financial Advisor I (1-5 years experience) - $60K base plus production commission; Financial Advisor II (5-10 years experience) - $65K base plus production commission; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client financial planning
  • Investment research
  • Execute investment transactions
  • Maintain compliance with regulations
  • Develop financial plans

Nice-to-have

  • Community outreach
  • Team collaboration
  • Client relationship management

Key Requirements

  • FINRA Series 7, 66, and VA L&H licenses
  • 1-5 years (FA I) or 5-10 years (FA II) wealth management experience
  • High school diploma/GED required
  • Ability to travel

Work Rights

Not specified

Tailored Resume

Cover Letter