Financial Advisor

Andersen Wealth Management - Easton, MD (30+ days ago)


Job Summary

Andersen Wealth Management is a rapidly growing investment firm headquartered in Easton with a second location in Salisbury. We are looking for associate financial advisors to work in the firm. The company is set up for lead generation, with the advisors hired expected to meet with these prospective clients and close the business. There is an established process that we will train you on.

Responsibilities and Duties

-Attend marketing/lead-generating events (seminars, events, etc) to meet prospective clients

-Follow the company's established process of meetings to convert prospects to clients

-Perform reviews with clients

Qualifications and Skills

Candidates must have passed both the Maryland life/health exam and the Series 65, or be on a path to doing so. Formal college education is preferred but not required. Candidates must be able to hold a conversation and convey confidence in what they are saying. Basic MS office skills are required along with a pleasant and engaging personality.

Benefits

-Commission opportunities once the apprenticeship/salaried training periods ends.

-401k with matching contribution

-Corporate gym membership

-Paid time off

-Annual company incentive trip

-Fun work environment with a family feel.

Job Types: Full-time, Commission

Experience:

  • Finance: 1 year
  • Insurance: 1 year

Education:

  • Bachelor's

License:

  • Insurance License