Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

FINANCIAL ADVISOR

Direct Staffing Inc

Financial Advisor

We are seeking a local professional to join our team as an additional Financial Advisor.

Job Responsibilities:

Serve Your Clients:

1. Cultivate strong relationships with members by consistently using the prescribed sales process.

2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.

3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.

4. Present a professional image in all interactions both personally and professionally.

Run Your Office:

5. Consistently and effectively utilize all tools, technology, and resources as prescribed by our Brokerage Services, Inc., and the Credit Union.

6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.

Grow Your Business:

8. Meet or exceed individual production goals - with an appropriate product mix.

9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.

10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.

Other:

11. Attend and participate in our meetings, virtual and face to face, as scheduled.

12. Other duties as assigned.

Job Requirements:

1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.

2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least

3. Demonstrated ability to effectively build business relationships with diverse clients.

4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.

5. Life/Health License(s)

6. Series 7, 63/65 and/or 66 Licenses.

7. LUTCF, CLU, ChFC or CFP designation preferred.

Candidate Details:

5+ to 7 years experience

Minimum Education - Bachelor's Degree

Skills and Certifications:

Must have Series 7

Must have previous production background

Selling Securities

Selling Insurance

F2F client meetings

Banking channel experience

Ideal Candidate:

Team player who is motivated to work with two other Advisors within this setting. We have an FA going on maternity leave, so we can use the additional support covering a current book of business and expect some will be given to the incoming candidate.

Ideal Candidate should have worked for the following company(ies): Open to background and companies. Banking background could be helpful.

Why We're a Great Company:

Great benefits, great support, admin support, support of the market their members, great client base, and solid track of production success by all previous advisors.

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the FINANCIAL ADVISOR in Kensington, MD vacancy
  • $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bethesda, MD
    3 days ago
  •  ...Job Description Job Description SUMMARY The Financial Advisor II is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/she also works in collaboration... 
    Suggested

    FSA Wealth Partners, Inc.

    Rockville, MD
    more than 2 months ago
  • $43.89k

    Primary Office Location: 7475 Wisconsin Ave. Bethesda, Maryland. 20814. Position Title Financial Advisor Business Unit WM - FNIS Reports to Varies Based On Assignment Position Overview This position is primarily responsible for supporting the Bank’s business plan and established... 
    Suggested
    Work at office
    Flexible hours

    FNB Corporation

    Bethesda, MD
    5 days ago
  • FNB Corporation in Bethesda, MD is seeking an Financial Advisor to support the bank’s wealth management goals. You will manage relationships with existing clients, pursue new business opportunities, and coordinate across Banking, Trust and Lending teams. The role requires... 
    Suggested

    FNB Corporation

    Bethesda, MD
    5 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Bethesda, MD
    6 days ago
  •  ...strong referral networks and grow your business. Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business. Continuously enhancing your skill set through ongoing... 
    Work experience placement

    Northwestern Mutual

    Bethesda, MD
    6 days ago
  • $100k

     ...has helped individuals, families, and businesses navigate their financial futures through changing markets and generations. You’ll work...  ...opportunities or, if qualified, choose a path toward becoming a financial advisor with Eagle Strategies LLC, New York Life’s registered... 
    Full time

    New York Life - Greater DC

    North Bethesda, MD
    17 days ago
  • $45k

     ...NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Flexible hours

    NASA Federal Credit Union

    Washington DC
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a... 
    For contractors
    Work at office
    Remote work

    Northwestern Mutual Life Insurance Company

    McLean, VA
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Arlington, VA
    3 days ago
  •  ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring... 
    Work at office

    Pinnacle Bank

    McLean, VA
    1 day ago
  • A financial services company is seeking Financial Advisors to coach military families in financial security. The role involves managing finances, engaging with clients, and providing comprehensive financial planning. Candidates should have a Bachelor’s degree and proven... 
    Flexible hours

    First Command Financial Services

    Rockville, MD
    3 days ago
  •  ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies... 

    WealthBridge Financial Group

    Washington DC
    25 days ago
  •  ...are proud to be a nationally recognized office dedicated to developing the next generation of financial representatives, ranked the #1 office in the country for new advisor success (revenue) twice in the past five years, most recently in 2025, and consistently named a... 
    Full time
    Internship
    Seasonal work
    Work at office
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Puget Sound

    Washington DC
    17 days ago
  •  ...is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our... 
    Temporary work
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Washington DC
    a month ago
  • $88k - $150k

     ...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,...  ...long-term perspective. We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net... 
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Parcion Private Wealth

    Washington DC
    25 days ago
  •  ...is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Washington DC
    more than 2 months ago
  • $100k

     ...Job Description Job Description Job Title: Financial Advisor  Location: Washington, DC Job Type: Full-Time Position Overview Are you an ambitious financial advisor in the DMV area looking to accelerate your career, spend less time on administrative tasks... 
    Full time
    Local area
    10 hours per week

    Mannyfesting Miracles LLC

    Washington DC
    15 days ago
  •  ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development... 
    Full time
    Contract work
    For contractors
    Flexible hours

    Mass Mutual NW

    Washington DC
    more than 2 months ago
  •  ...Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services...  ...Investment Program at NASA Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors... 
    Local area

    LPL Financial Holdings, Inc.

    Arlington, VA
    2 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and...  ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Bethesda, MD
    4 days ago
  • $70k - $80k

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Gaithersburg, MD
    3 days ago
  • Join New York Life - Greater DC as a Financial Advisor and be part of a team that’s deeply committed to building strong financial futures. With over 175 years of industry success, we stand out in the insurance world by aligning with clients' interests. Here, you'll have... 

    WizeHire, Inc

    Washington DC
    3 days ago
  • $100 per hour

     ...Base salary in the high $100s-low/mid $200s + performance bonus + long-term equity/succession opportunity We're hiring a Lead Financial Advisor on behalf of our client—a growing, independent, fee-only wealth management firm based in McLean, VA. This firm does real financial... 
    Remote work

    The Well

    Mc Lean, VA
    3 days ago
  •  ...a rapidly growing, nationally recognized Registered Investment Advisor (RIA) that has already surpassed $100M in revenue and has an ambitious...  ..., Chicago, Boston, Los Angeles & Morristown, NJ . 4+ years of financial planning, wealth management or related experience preferred... 
    Currently hiring
    Monday to Friday

    Adecco

    Washington DC
    4 days ago
  • $50k

    Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business... 
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Washington DC
    3 days ago
  • Northwestern Mutual invites you to start a new financial advisory practice as a financial representative, then grow into a financial advisor role. You will build client relationships, deliver holistic plans, and pursue licenses (SIE, Series 6/7/63, life/health). Training... 

    Northwestern Mutual

    Mc Lean, VA
    6 days ago
  • Overview Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through... 
    Hourly pay
    Minimum wage
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Arlington, VA
    2 days ago
  • Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities... 
    Work at office
    Flexible hours

    Bankers Life

    Gaithersburg, MD
    3 days ago
  • Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Arlington, VA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to FINANCIAL ADVISOR. Be the first to apply!