Financial Advisor

It’s an exciting time to be at Peoples Powered by Hanscom!

As a member of our Investment Services Group, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members. Peoples Powered by Hanscom is a trusted financial partner serving members across Maryland and beyond. With a strong commitment to financial wellness, community involvement, and personalized service, Peoples Powered by Hanscom provides a supportive environment where advisors can thrive.

Who we are – Peoples Powered by Hanscom

• Members-first – our members are our top priority. We make business decisions with our members at the top of mind.
• Integrity – we’re honest and committed to doing what’s best for our members and our company. What is right isn’t the same as what is easy.
• Teamwork – we are in this together and we all benefit from our success.
• Innovation – we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes
• Empathy – we understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success.

What we offer

$60K - $100K annual, which includes a 2-year guarantee draw period; commission-based salary after 2 years

Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.

• A full-time, permanent position that will reward you through a lucrative straight-forward commission schedule simply based on overall revenues. Not monthly or product/service based.
• A book of business generating significant fee based recurring revenue primarily from established managed money accounts.
• A prominent mature referral lead program and guaranteed income for the right candidate.
• Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown and sick time benefits.
• A flexible hybrid work schedule environment.
• A collaborative work environment where you’ll work closely with:
  • Licensed Relationship Managers and Branch Managers who provide high-quality referrals.
  • Mortgage Loan Officers and certified financial wellness coaching staff to support your client strategies.
  • The entire retail banking team and branch network, giving you a strong foundation for client acquisition and relationship building.
  • A local, dedicated OSJ Branch Manager with 20+ years of experience in the investment program to help train and support you in all aspects of the business.
  • High quality, knowledgeable and experienced, dedicated administrative support.
• We look to develop your skills aligned to our business needs, and those of the investment industry and your clients, to help you progress in your career.

Who you are – Financial Advisor

You are a dynamic, detail-oriented, hard-working person with the ability to develop relationships, build rapport and become a trusted team member. You are self-motivated, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected. You are hungry to build and will be dedicated to giving outstanding service to a long-term book of business with lasting client relationships.

What you'll do

• Educate Peoples Powered by Hanscom members by:
  • Meeting with them on an individual business, listening to their individual financial/investment concerns, learning about their personal financial situations, and making appropriate investment/financial planning recommendations.
  • Conducting informational seminars, meetings, or workshops on topics of a financial or investment nature.
  • Preparing a personal financial plan or investment recommendations for members when appropriate.
  • Offering members educational materials, articles, or other relevant information.
  • Individually analyzing a member’s investment portfolio and rendering advice as to suitability and relative performance. Such suitable advice is to be rendered regardless of the member’s ability or…