Description:

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

Other Jobs from Severn Financial Solutions, LLC

Severn Financial Solutions, LLC

Financial Advisor

Annapolis, Maryland
Full Time

Help us improve SACC by providing feedback about this job: Report an issue