Financial Advisor - Hunt Valley
Lenox Advisors · Hunt Valley, MD · 2 wk ago
HybridSales$100k–$1000k/yrFull-time
About the role
This role is ideal for an advisor who:
- Has established credibility and a client base
- Is consistently producing—but not growing the way they know they should
- Wants to move up-market, increase case size, and deepen relationships
- Is tired of being the bottleneck in their own practice
Responsibilities
- Transition from transactional sales to holistic, high-impact financial planning
- Leverage internal planning, underwriting, and investment specialists to support complex cases
- Deepen existing client relationships through advanced strategies rather than constant prospecting
- Build new business through professional referrals and strategic partnerships
- Focus your time on revenue-generating activities while Lenox provides operational and planning support
Requirements
- Minimum 3 years of experience as a Financial Advisor, Wealth Advisor, or Financial Planner
- Licenses required:
- Maryland Life, Health & Accident
- Series 7
- Series 65 or Series 66
- Bachelor’s Degree
- Demonstrated ability to build and maintain long-term client relationships
- Solid foundation in investments, insurance, retirement, and wealth accumulation
- Desire to grow income through leverage, collaboration, and advanced planning—not just more hours
Qualifications
- Applicable designations not required but a plus
Skills
- Ability to build and maintain long-term client relationships
- Foundation in investments, insurance, retirement, and wealth accumulation
- Desire to grow income through advanced planning and collaboration
Benefits
- A proven support model that removes growth constraints and increases advisor productivity
- Access to advanced planning strategies that differentiate you in competitive markets
- Infrastructure that allows you to scale without adding unnecessary complexity and expense
- Compensation designed to reward long-term, recurring revenue growth
- A culture built for advisors who want to think bigger and operate at a higher level
Pay
$100,000 to $1,000,000 per year
Schedule
Hybrid