Vacancy expired!
Greetings! This is (Juveriya)) from Softpath System LLC. Softpath is a preferred nationwide staffing vendor to Fortune 500 companies in the US. We have an immediate opportunity with one of our clients. Please find the job description below and if you are interested, please forward your resume to (). You can call me at (). If you do respond via e-mail, please include a daytime phone number so that I can reach you. If you are not available but know a friend or peer who might have the required qualifications and interest, please feel free to pass on the information to them. Job Details Job Title: Merrill Financial Solutions Advisor - Greater Maryland (Onsite) Location Annapolis, MD, USBethesda, MD, USEaston, MD, USFrederick, MD, USNorth Bethesda, MD, USOcean City, MD, USBaltimore, MD, USBel Air, MD, USColumbia, MD, USTowson, MD, USDuration: permanent on W2 Job Details Job descriptionRequired skills:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.• Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)• Is a self-starter who efficiently manages time and capacity.• Sets and accomplishes goals, achieving whatever you put your mind to.• Builds and nurtures strong relationships.• Collaborates effectively with others to get things done.• Communicates effectively and confidently and is comfortable engaging all clients.• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.• Likes to learn, adapts to new information and seeks the right solutions for clients.• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills:• Proven ability to partner and promote lead generation.• Experience balancing investment management, sales activities and new client development.• Strong computer skills and the ability to multitask in a demanding environment.• A bachelor’s degree, preferably in business-related field.• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).• Obtained insurance licenses. What are the 3-4 non-negotiable requirements of this position?- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. - Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) - Is a self-starter who efficiently manages time and capacity. - Sets and accomplishes goals, achieving whatever you put your mind to. What are the nice-to-have skills?A bachelor’s degree, preferably in business-related field. - Proven ability to partner and promote lead generation. - Experience balancing investment management, sales activities and new client development. Refer a friend and earn up to $500. to submit your referral.Thanks & Regards,Have a wonderful dayJuveriya | Technical Recruiter | Email: Direct: | Cell: | Work: | Ext. 9810 | Fax: Softpath System LLC | 3985 Steve Reynolds Blvd | Bldg C Norcross GA 30093Softpath System, LLC is an Equal Opportunity/Affirmative Action Employer committed to diversity in our workforce. We are dedicated to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, age, disability or status as a veteran of the Armed Force.
- ID: #49848253
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State: Maryland
Baltimore
21201
Baltimore
USA
- City: Baltimore
- Salary: $75,000 - $85,000
- Job type: Permanent
- Showed: 2023-05-03
- Deadline: 2023-06-27
- Category: Et cetera