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Kelly · 10 hours ago

Financial Advisor

Hagerstown, MD

Full-time

Onsite

Mid, Senior Level

3+ years exp

Kelly is seeking a Financial Advisor to work with our client, a major American financial services organization offering personalized financial advice and wealth management services. The Financial Advisor will focus on understanding clients' financial objectives and providing tailored investment advice while managing and growing the client base.

OutsourcingProfessional Services

No H1B

Responsibilities

Practice a consultative, goal?based wealth management approach to understand clients’ financial objectives, risk tolerance, and life goals

Provide tailored investment advice and planning recommendations across a spectrum of solutions: equities, fixed income, mutual funds, ETFs, alternative investments, etc

Assist clients with broader financial needs, such as retirement planning, education funding, insurance & risk management, lending solutions, estate planning, and tax?aware strategies

Proactively manage and grow the client base through referral generation, networking, community outreach, centers of influence, and events

Execute a consistent client relationship management process: onboarding, review meetings, ongoing service, and retention strategies

Coordinate with internal support specialists to deliver comprehensive advice and escalate client needs appropriately

Use technology tools, planning platforms, and CRM systems to track client data, produce proposals, manage portfolios, and report performance

Support or lead local events (seminars, workshops) to educate clients and prospects, coordinate logistics, invite guests, and follow up

Monitor market conditions, trends, and regulatory changes; educate and communicate with clients to keep them informed

Qualification

FINRA Series 7 licenseFINRA Series 66 licenseFinancial advisory experienceBusiness developmentRelationship managementFinancial planning toolsEntrepreneurial mindsetCRM systemsInterpersonal skillsCommunication skillsPresentation skills

Required

Active FINRA Series 7 license

Active FINRA Series 66 license

Strong client-facing financial services or advisory experience

Go-getter attitude - best suited for someone with an entrepreneurial mindset; someone who sees opportunity, takes action, and doesn't just show up to punch a clock

Proven track record in business development, relationship management, and retention

Excellent interpersonal, communication, and presentation skills (written and verbal)

Ability to manage multiple priorities, work independently, and adapt in a dynamic environment

Demonstrated entrepreneurial mindset, ability to prospect and grow book of business

Familiarity with financial planning tools, portfolio analytics, and CRM systems

Benefits

Health insurance

401k with a match

Voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability

Retirement savings plan

Service bonus and holiday pay plans (earn up to eight paid holidays per benefit year)

Transit spending account

Paid sick leave under the applicable state or local plan