Junior Financial Advisor

Chesapeake Investment Planning - Stevensville, MD

On-site | Full Time

Compensation

As a Junior Financial Advisor at Chesapeake Investment Planning LLC, you will embark on a fulfilling career path with competitive compensation and growth potential. Initially, you will receive a salary ranging from $42,000 to $55,000, accompanied by periodic bonuses. Additionally, we are committed to sponsoring your financial licenses and providing comprehensive training as you build your expertise. As you progress in your role and begin to build your own book of business, your earning potential will grow substantially.

The Job

The ideal employee will embark on a career path with growth opportunities. This opportunity will start as the company's Office Manager while learning the financial services industry. This gives you the ideal situation that you'll earn a salary while working towards becoming a Certified Financial Advisory. You'll receive comprehensive training and support while assisting clients in achieving their financial aspirations. This role offers a competitive salary, work-life balance, and the potential to build your own book of business in the financial industry. Join us in making a difference in clients' lives while advancing your career.

Ideal Candidate

The ideal candidate for the Junior Financial Advisor role at Chesapeake Investment Planning LLC is an ambitious and dedicated individual with a strong desire to forge a career in financial advising. They possess excellent interpersonal skills, a passion for helping clients achieve their financial goals, and a commitment to lifelong learning. This candidate is a quick learner, adaptable, and willing to undergo sponsored financial license training to gain expertise in the field. They exhibit a positive attitude, strong work ethic, and a focus on providing exceptional client service. This role is an excellent fit for those who aspire to make a meaningful impact in the financial industry and are eager to build their own client base while enjoying a flexible and supportive work environment.

Job Summary

Join Chesapeake Investment Planning LLC as a Junior Financial Advisor / Office Manager and embark on a unique career path within the world of financial advising. In this role, you will serve as the backbone of our office operations while receiving sponsored financial license training and hands-on experience to become a financial professional. With a competitive salary, opportunities for growth, and a commitment to work-life balance, this position offers an ideal entry point for those passionate about building a career in financial advising. As you develop your skills and knowledge, you will transition into a Junior Financial Advisor role, ultimately building your own book of business and helping clients achieve their financial goals. If you are a dedicated, positive, and hardworking individual looking to make a meaningful impact in the financial industry, we invite you to join our team and start your journey toward becoming a successful financial advisor.

Experience

Education: A college or associate degree is preferred but not required; equivalent experience. Effective and Accurate: Demonstrated ability to perform tasks with a high level of accuracy and efficiency. Hard Working: A strong work ethic. Positive and Friendly Attitude: A positive and friendly demeanor when interacting with colleagues and clients. Strong Focus and Work Ethic: The ability to maintain focus on tasks and responsibilities, with a dedication to achieving both personal and team goals.

Location

Stevensville, MD

Onsite, in the office.

Monday - Friday 9am to 4pm

No additional travel is required.

Benefits

Paid-time-off
Parental leave
Health Care Benefits

Environment

This opportunity is ideal for early-career professionals and experienced individuals seeking flexibility. If you are looking to take your career to the next level in a company that values both professional and personal growth. We cultivate a casual yet highly productive atmosphere that promotes creativity and teamwork. We're more than just colleagues; we're a work family. Our inclusive culture thrives on strong relationships and open communication, ensuring everyone feels valued and supported. We believe that a comfortable and collaborative work environment not only enhances job satisfaction but also enables us to better serve our clients.

About the Business

What do they do?

Chesapeake Investment Planning LLC is a certified independent financial advisory firm committed to helping individuals achieve their financial goals. Our mission is to provide the highest quality of information, service, and products to support our clients in realizing their dreams. We believe in building strong relationships with our clients, offering education and support, and maintaining a work-life balance for our team members.

Who they are!

We at Chesapeake Investment Planning LLC desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.

Click Here to Visit Chesapeake Investment Planning Website

Other Jobs at Chesapeake Investment Planning, LLC.

Office Manager

Chesapeake Investment Planning LLC is seeking an Office Manager to oversee daily operations and support our dynamic financial advisory team. As the backbone of our office, you will ensure efficiency, professionalism, and a positive client experience. This role provides an excellent opportunity for those who thrive in a well-organized, collaborative environment. If you have exceptional organizational and interpersonal skills, and are looking for a role that contributes to a balanced work-life atmosphere, consider joining our team as an Office Manager at Chesapeake Investment Planning LLC.

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EEO Statement

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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