Quantum Financial Advisors is seeking a motivated and client-focused Junior Financial Advisor to join their growing advisory team. This role is ideal for an early-career professional passionate about helping clients achieve long-term financial security while developing their advisory skills in a collaborative environment.
Responsibilities
- Support senior advisors in delivering comprehensive financial planning and investment advice
- Build and maintain strong client relationships through proactive communication and service
- Assist with portfolio analysis, financial plans, and investment recommendations
- Participate in client meetings and follow up on action items
- Ensure compliance with regulatory and firm standards
- Stay current on market trends, financial products, and planning strategies
Skills
- Active Series 65 license (required)
- Strong interest in financial planning, investments, and client service
- Excellent communication and interpersonal skills
- High level of professionalism, integrity, and attention to detail
- Ability to learn quickly and thrive in a fast-paced environment
- Bachelor's degree in finance, economics, business, or a related field (preferred)
Benefits
- Performance-based growth and clear career advancement opportunities
- Mentorship from experienced advisors
- Supportive team culture with a long-term career focus
- Flexible work structure for nationwide candidates
Company Overview
Quantum Financial Advisors provides financial planning, investment management, retirement planning, risk and wealth management services. It was founded in 1996, and is headquartered in Rockville, Maryland, USA, with a workforce of 2-10 employees. Its website is https://www.qfainc.com/.Company H1B Sponsorship
Quantum Financial Advisors has a track record of offering H1B sponsorships, with 1 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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