Financial Advisor (Investment & Insurance)

Location: Catonsville, Maryland, United States of America; Baltimore and surrounding area

Company

Banking organization offering investment, advisory, and insurance services through a broad network of retail, business banking, wealth, and financial services partners.

What you will do

• Build and grow a book of business through referrals, new client development, and retail branch partnerships.
• Deliver personalized investment and insurance solutions aligned with client goals.
• Partner with branch, business banking, and wealth teams to generate consistent opportunities.
• Conduct portfolio reviews and recommend strategies to grow and protect client assets.
• Manage the full client lifecycle from discovery through long-term relationship management.

Requirements

• 4+ years of investment and/or insurance sales experience.
• Proven ability to grow client relationships and assets under management.
• Strong business development and networking skills.
• Bachelor's degree and at least 2 years of sales, financial services, retail banking, or related experience; an equivalent combination of education and experience may qualify.
• Series 7, 63, and 65 or 66 licenses.
• Life/Variable Insurance license.

Culture & Benefits

• Established referral network across retail, business banking, and wealth partners.
• Access to a broad suite of investment and insurance solutions.
• Collaborative, relationship-driven work environment.
• Opportunity to build a scalable, long-term financial advisory practice.
• Commission-based compensation with an advanced draw.