Top 23 Series 7 Jobs in Salisbury, Md

Wealth Advisor
Burke & Herbert Bank & Trust —Salisbury, MD
- $55,000 - $65,000 a year
- Word processing
- Computer literacy
- Mid-level
Quick Apply
Financial Advisor
Burke & Herbert Bank & Trust —Salisbury, MD
- $50,000 - $60,000 a year
- Word processing
- Computer literacy
- Writing skills
- Paid parental leave
- Paid holidays
Quick Apply
14h
Associate - Northeast Advisor Group
Thrivent —Frankford, DE
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Practice Support Associate - Northeast Advisor Group
Thrivent —Frankford, DE
- Contract
- Microsoft Excel
- Research
- Office
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
9d
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
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Wealth Advisor

Burke & Herbert Bank & Trust
Salisbury, MD

Quick Apply

Job Details

$55,000 - $65,000 a year

Qualifications

Life Insurance License
Computer operation
Financial sales
Trade execution in financial markets
Word processing
Computer literacy
Spreadsheets
Life insurance knowledge
Series 7
FINRA License
Productivity software
Experience practicing in the securities industry

Full Job Description

Job Posting Title

Wealth Advisor

Job Description

The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 and VA L&H), which requires the ability to execute investment transactions.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position combines entrepreneurial opportunity with the structure, security and resources of a premier community bank. The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow financial planning relationships for Burke & Herbert Bank customers. In addition to the opportunity to help expand relationships with existing customers, a Wealth Advisor is expected to develop relationships to help add to the Bank’s growth.

Skills/Abilities

Strong written and verbal communication skills.
High level of commitment to integrity and ethics.

Education and Experience

College degree required; advanced degree preferred.
Requires at least three years of financial sales experience servicing an existing book of business.
FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
Professional designation (e.g., CFP, CFA) required.
Computer literacy required, including Excel spreadsheet and word processing applications.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

For applicants located in Virginia (VA) or Maryland (MD): The anticipated salary range for this position is $55,000–$65,000 plus commissions annually. This range represents the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs.

All other locations: The salary will be based on experience, qualifications, and geographic location.

Travel

Travel will be required for this position.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

Include shift schedule

Not Included

Include budgeted hours

Not Included

Quick Apply

Refine Your Search

series 7 jobs in salisbury, md

Wealth Advisor

Financial Advisor

Associate - Northeast Advisor Group

Practice Support Associate - Northeast Advisor Group

Wealth Solutions Advisor

Retirement Planner

Wealth Solutions Investment Advisor

Regional Vice President of Sales (Mid-Atlantic)

Empower Financial Planner

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