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Wealth Advisor: Strategic Planning & Client

Job in Hagerstown, Washington County, Maryland, 21749, USA
Listing for: Kelly
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Strategic Planning & Client Growth
A major American financial services organization is seeking a Financial Advisor to work with clients on personalized financial advice and wealth management. This role involves providing tailored investment guidance and assisting with various financial needs. Applicants must hold both FINRA Series 7 and 66 licenses, possess strong client-facing experience, and demonstrate a proactive, entrepreneurial mindset. Compensation ranges from $100-150k for professionals with 3-5 years of experience and $200k+ for those with over 10 years.

Benefits include health insurance and a 401k match.
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