Licensed Financial Advisor
NAAAM Real Estate Collection
Remote
Posted ago
NAAAM Real Estate Collection

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you’re dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities

  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

Qualifications

  • Requires a Bachelor’s degree in business administration, finance, or another related field
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers


Compensation
$5 - $10 hourly
About NAAAM Real Estate Collection

NAAAM Real Estate Collection is a boutique brokerage located in Rockville, MD. It was started in 2004 by Prabhjit Singh. He does 20 million in sales volume himself every year. He was named as one of the top 100 real estate agents in the U.S. by Realtor.com. He is known for his high percentage of conversion of online leads and speaks nationally on this topic at the Inman Connect conference and Realtor.com summit. His brokerage is known for the team atmosphere that has been created so that agents support each other at such a high level that no one ever feels that they are doing it all alone. Whether that means calls in the middle of the night, covering each other's open houses, or covering for another agent when they are going out of town, we are there for each other. This brokerage is a family and we are there for each other to make sure we are all extremely successful.

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