Company: Kelly Services
Location: Hagerstown, MD
Career Level: Entry Level
Industries: Recruitment Agency, Staffing, Job Board
Description
Financial Advisor
Hagerstown, MD
Direct Hire
*Position is salaried, not commission based (see note on compensation below)
*Position is fully onsite
Kelly is seeking a Financial Advisor to work with our client, a major American financial services organization offering personalized financial advice and wealth management services, on a direct hire basis. This an excellent opportunity to join one of the “World's Most Admired Companies,” as recognized by Fortune in 2025!
The Financial Advisor will work at the independent branch level under the leadership of one of the most successful franchisees in the region.
Specifically, the Financial Advisor will:
- Practice a consultative, goal?based wealth management approach to understand clients' financial objectives, risk tolerance, and life goals
- Provide tailored investment advice and planning recommendations across a spectrum of solutions: equities, fixed income, mutual funds, ETFs, alternative investments, etc.
- Assist clients with broader financial needs, such as retirement planning, education funding, insurance & risk management, lending solutions, estate planning, and tax?aware strategies
- Proactively manage and grow the client base through referral generation, networking, community outreach, centers of influence, and events
- Execute a consistent client relationship management process: onboarding, review meetings, ongoing service, and retention strategies
- Coordinate with internal support specialists to deliver comprehensive advice and escalate client needs appropriately
- Use technology tools, planning platforms, and CRM systems to track client data, produce proposals, manage portfolios, and report performance
- Support or lead local events (seminars, workshops) to educate clients and prospects, coordinate logistics, invite guests, and follow up
- Monitor market conditions, trends, and regulatory changes; educate and communicate with clients to keep them informed
- Active FINRA Series 7 license
- Active FINRA Series 66 license
- Strong client-facing financial services or advisory experience
- Go-getter attitude - best suited for someone with an entrepreneurial mindset; someone who sees opportunity, takes action, and doesn't just show up to punch a clock
- Proven track record in business development, relationship management, and retention
- Excellent interpersonal, communication, and presentation skills (written and verbal)
- Ability to manage multiple priorities, work independently, and adapt in a dynamic environment
- Demonstrated entrepreneurial mindset, ability to prospect and grow book of business
- Familiarity with financial planning tools, portfolio analytics, and CRM systems
- Salaried position
- 3-5+ years of experience: $100-150k for licensed professionals with strong tenure and steady success
- 10+ years of experience: $200k+ for licensed professionals with strong tenure and steady success
- Candidates with an established book of business may be eligible for enhanced compensation
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
With Kelly®, it all adds up.
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our financial staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
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