- Investment Advice and Advanced Financial Planning for distinguished individuals and families.
- Extensive marketing support across multiple channels—say goodbye to cold calling
- A full roster of warm leads eager for expert financial guidance.
- A seasoned Financial Advisor ready to take the lead in managing client relationships and financial strategies.
- A proactive individual with a robust financial background, passionate about delivering ethical, comprehensive financial advice.
- Forge and maintain strong client relationships through regular, insightful communications.
- Design and adjust personalized financial plans addressing retirement, tax strategies, estate planning, and more.
- Educate and guide clients through complex financial decisions with clarity and confidence.
- Bachelor's degree in finance or related field
- Solid experience in financial planning and investment management, backed by appropriate licenses (Series 65 required, Life Insurance License preferred).
Financial Advisor - Maryland, United States - Magellan Financial & Insurance Services, Inc.
Description
Join Elite Income Advisors In Ellicott City, MD -
Are you ready to be part of a team where fun meets functionality, and productivity thrives? At Elite Income Advisors, we're not just a financial services firm; we're a dynamic force in the industry, celebrated for our vibrant, modern work environment and our commitment to career advancement. With a track record of success, including a 98% lifetime client retention rate, we empower our team to excel.
What We Offer:
We're Looking For:
Key Responsibilities:
Your Toolkit Should Include:
At Elite Income Advisors, we dedicate ourselves to not only meeting but exceeding the financial aspirations of our clients. If you're committed to making a significant impact in a fiduciary capacity, we'd love to have you. Apply today and propel your career to new heights while ensuring a secure, prosperous future for our clients.