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Financial Solutions Advisor Registration Candidate- Greater Baltimore Market
Ghr
ColumbiaPosted Jul 29, 2026 · 2d ago$60k – $70k
Full-time$60k – $70kEntry LevelOn-siteBanking
About this role
This role is responsible for providing clients with comprehensive financial advice and customized solutions to help them achieve their financial goals. You will build financial plans, recommend investment strategies, and identify new clients. This position requires obtaining industry licenses and may involve SAFE Act registration for mortgage loan origination.
What we are looking for
6- Provide comprehensive financial advice and customized solutions
- Build financial plans with brokerage products, stocks, bonds, mutual funds, annuities
- Recommend banking and investment strategies
- Triage client requests and make referrals to internal service providers
- Identify and engage potential new clients
- Obtain required industry licenses and complete trainings
Work authorization
No visa sponsorship is available.
Must be authorized to work without sponsorship.