Cetera Investment Services LLC
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Direct message the job poster from Cetera Investment Services LLC
Cetera Investment Services is seeking a motivated and experienced
Financial Advisor
to join our team at
a credit union
in
Baltimore, Maryland . This is an exciting opportunity to work directly with credit union members and business clients, helping them achieve their financial goals through personalized advice and investment strategies. About the Role As a Financial Advisor, you will be responsible for delivering comprehensive financial planning, investment management, and advisory services. You’ll assess client portfolios, understand their financial objectives, and provide tailored guidance to help them succeed. Key Responsibilities Build and manage a client base through proactive outreach and relationship development Analyze client financial situations, including risk tolerance, goals, income, assets, and debts Recommend suitable investment and insurance products Educate clients on product benefits, risks, and strategies Develop internal and external referral networks Identify cross-sell opportunities and refer clients to other financial services as appropriate Maintain compliance with all regulatory and company policies Complete all required training and maintain active licenses Deliver exceptional service with professionalism and integrity Qualifications FINRA Series 7 and 66
(or 63/65) –
Required Life & Health Insurance License
–
Required Minimum
2 years of experience
as a producing advisor Strong sales, marketing, and business development skills Excellent communication and interpersonal skills Self-motivated with a passion for helping others succeed Why Join Cetera? Cetera Investment Services is a nationally recognized broker-dealer, RIA, and insurance agency serving nearly 500 institutions across the U.S. We offer: Competitive compensation and flexible scheduling Comprehensive onboarding and transition support Access to cutting-edge tools and technology (AdviceWorks platform) Marketing resources and personalized business development support Ongoing training and professional development opportunities Ready to Apply? If you're ready to take the next step in your financial advising career, we’d love to hear from you. Please submit your resume and apply online below. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales, Finance, and Strategy/Planning Industries Financial Services, Insurance, and Securities and Commodity Exchanges Referrals increase your chances of interviewing at Cetera Investment Services LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Financial Advisor” roles.
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Financial Advisor
to join our team at
a credit union
in
Baltimore, Maryland . This is an exciting opportunity to work directly with credit union members and business clients, helping them achieve their financial goals through personalized advice and investment strategies. About the Role As a Financial Advisor, you will be responsible for delivering comprehensive financial planning, investment management, and advisory services. You’ll assess client portfolios, understand their financial objectives, and provide tailored guidance to help them succeed. Key Responsibilities Build and manage a client base through proactive outreach and relationship development Analyze client financial situations, including risk tolerance, goals, income, assets, and debts Recommend suitable investment and insurance products Educate clients on product benefits, risks, and strategies Develop internal and external referral networks Identify cross-sell opportunities and refer clients to other financial services as appropriate Maintain compliance with all regulatory and company policies Complete all required training and maintain active licenses Deliver exceptional service with professionalism and integrity Qualifications FINRA Series 7 and 66
(or 63/65) –
Required Life & Health Insurance License
–
Required Minimum
2 years of experience
as a producing advisor Strong sales, marketing, and business development skills Excellent communication and interpersonal skills Self-motivated with a passion for helping others succeed Why Join Cetera? Cetera Investment Services is a nationally recognized broker-dealer, RIA, and insurance agency serving nearly 500 institutions across the U.S. We offer: Competitive compensation and flexible scheduling Comprehensive onboarding and transition support Access to cutting-edge tools and technology (AdviceWorks platform) Marketing resources and personalized business development support Ongoing training and professional development opportunities Ready to Apply? If you're ready to take the next step in your financial advising career, we’d love to hear from you. Please submit your resume and apply online below. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales, Finance, and Strategy/Planning Industries Financial Services, Insurance, and Securities and Commodity Exchanges Referrals increase your chances of interviewing at Cetera Investment Services LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Financial Advisor” roles.
Financial Advisor (Career Changers Encouraged to Apply)
Columbia, MD $36,000.00-$125,000.00 3 weeks ago Senior Investment Advisor - PNC Private Bank
Rosedale, MD $50,000.00-$100,000.00 1 week ago Columbia, MD $36,500.00-$125,000.00 1 week ago College Financial Representative, Internship Program
Fulton, MD $100,000.00-$300,000.00 4 months ago Maryland, United States $23.69-$27.85 1 week ago Annapolis, MD $101,036.00-$168,402.00 6 days ago Financial Advisor - Baltimore, MD and Surrounding
Financial Analyst (Fiscal Services Administrator II)
Hunt Valley, MD $70,000.00-$250,000.00 7 hours ago Towson, MD $65,000.00-$80,000.00 4 days ago Personal Financial Counselor - Air National Guard, Middle River, MD
Middle River, MD $53,125.00-$84,995.00 7 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr