Financial Advisor (Series 7) Sarco Services Catonsville, MD Job Details Full-time $70,000 - $100,000 a year 1 hour ago Benefits 401(k) Qualifications Teamwork Series 66 High school diploma or GED Series 7 Bachelor's degree Organizational skills FINRA License Experience practicing in the securities industry Account management Full Job Description

• Full-time in office
• & •Must have a Series 7 to be considered•We're currently seeking a Series 7 Licensed Financial Services Representative to support our advisors, strengthen client relationships, and contribute to the continued growth of our firm.

Position Overview The Series 7 Licensed Financial Services Representative is a client-facing role within our advisory team. You'll work closely with financial advisors to deliver exceptional service, facilitate transactions, and help clients feel informed about their financial plans. The position combines relationship management, client service, and business development responsibilities - ideal for a motivated professional who enjoys both people and process. Key Responsibilities Client Service & Relationship Management Serve as a trusted point of contact for client inquiries and account servicing needs. Support financial advisor(s) in maintaining and cultivating client relationships. Maintain accurate client documentation, account records, and CRM notes. Provide clear, empathetic communication around account information, investment activity, andservice updates. Execute client orders and transactions at the direction of advisors. Business Development & Advisory Support Meet with referred prospects in-office or offsite as appropriate. Collect and analyze client data (income, assets, goals) to identify suitable financial strategies. Provide product and service education to help clients make informed decisions. Support marketing and outreach initiatives to promote the firm's offerings and attract new business. Administrative & Compliance Support Prepare reports, meeting materials, and client review packages. Maintain compliance with all regulatory and firm policies. Stay informed on firm offerings, market trends, and licensing requirements through ongoing education. Participate in special projects and firm initiatives as needed. Qualifications Active FINRA Series 7 license required. Series 66 preferred (or ability to obtain within 1 year). 2 years of financial services, asset management, or related field preferred. Strong communication and interpersonal skills with a focus on client experience. High attention to detail, accuracy, and organization. Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Ability to work independently and collaboratively within a small, fast-paced team. Professional demeanor and a client-first mindset. High school diploma or equivalent required; bachelor's degree preferred. Additional Requirements Must be available to work onsite in Catonsville, MD, Monday-Friday 8:30am-5:00pm. Candidates will be subject to a credit and background check. Key Competencies Relationship Building & Client Care Integrity & Ethical Conduct Problem-Solving & Adaptability Team Collaboration & Initiative Results Orientation & Attention to

Detail Exceptional Organization Skills Pay:

$70,000.00 - $100,000.00 per year

Benefits:

401(k)

Work Location:

In person