Ideal candidate: The ideal candidate has a long term view and a goal of firm ownership. The ideal candidate has a desire to learn, grow, and develop technical expertise in the fields of investments, insurance and income tax and a desire to provide advice to clients in a face-to-face setting.

Our training program is designed for individuals ready to follow their passion to become a CERTIFIED FINANCIAL PLANNER TM and Business Owner. While the candidate must hold a Bachelor’s degree, it need not be in a business specific field. The Junior Financial Advisor engages in:

• Developing client relationships to create a book of business that meets and exceeds the required performance metrics

• Effectively prospecting clients, generating and servicing referrals, assessing client needs and concerns in order to create and implement highly personalized solutions to meet the client needs

• Recommending investment products and services that help clients achieve their individual goals and objectives

• Balancing business development, client service, compliance and professional growth in both day-to-day activities and longer term planning • Appropriately leveraging the expertise of vendors and subject matter experts in helping achieve client goals

• Participate in supporting the Severn Team to achieve firm wide goals

• Learning the “Severn Program,” “Severn Philosophy,” systems and delivery methodologies to provide client service and generate new business

• Completing required licensing and continuing education requirements


The Junior Financial Advisor receives:

• Access to and coaching on the marketable and repeatable Severn Program and delivery methodologies • Access to an existing referral based client population

• An initial base salary with the understanding that this role will become a fully production based compensation

• Access to software programs and various investment, insurance and tax products to service your clients

• Access to the firm’s staff and founder located in our office to help you succeed

• An opportunity to grow and earn ownership in the firm

About Severn Financial Solutions, LLC:

Comprehensive Financial Planning Firm

How To Apply

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Severn Financial Solutions, LLC

Financial Advisor

Annapolis, Maryland
Full Time

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