Junior Financial Broker - Chevy Chase, MD
Description:
Advance your career in the financial services industry!
This Jobot Job is hosted by: Jennifer Whitworth
Salary: $65,000 - $80,000 per year
A bit about us:
An independent financial services firm, offering securities and advisory services, committed to making the planning, investment, and retirement process simple and understandable for clients.
Job Title: Junior Financial Broker
Compensation: $65k-$80k/year and potential bonuses
Location: Chevy Chase, MD
Why join us?
Competitive pay
Bonuses
Career development
Job Details
We are actively seeking a licensed Junior Broker to join our dynamic team. As a Junior Broker, you will play a crucial role in supporting our clients' financial goals, providing top-notch service, and contributing to the growth and success of our organization.
Responsibilities:
Establish and maintain strong relationships with clients, understanding their financial objectives and risk tolerance.
Provide personalized financial guidance and investment recommendations to help clients achieve their goals.
Execute securities transactions in alignment with regulatory guidelines and company policies.
Offer advisory services, ensuring compliance with industry standards.
Utilize technological tools to streamline processes and enhance client interactions.
Collaborate with clients to develop and implement financial plans tailored to their unique needs.
Stay updated on market trends, investment opportunities, and regulatory changes.
Qualifications:
Active 7-series license, 66, or 65.
Previous experience in a similar role within the financial services industry.
Familiarity with Schwab or Pershing Platform is highly desired.
Strong interpersonal and communication skills.
Detail-oriented with a commitment to compliance and ethical conduct.
Proactive attitude, self-motivated, and a team player.
If you are a motivated and licensed professional looking to advance your career in a dynamic financial services environment, we encourage you to apply!