Stone Hendricks Group

Financial Advisor

Stone Hendricks Group  •  Maryland (Onsite)  •  2 months ago
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Job Description

Financial Advisor

Department: Insurance & Financial Services

Employment Type: Full Time

Location: Maryland


We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry.

Key Responsibilities

  • Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
  • Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
  • Build and maintain strong client relationships, fostering trust and long-term partnerships.
  • Acquire and manage a book of business, expanding the firm's client base.
  • Conduct thorough financial analyses and market research to identify investment opportunities.
  • Ensure compliance with all regulatory requirements and ethical standards.
  • Participate in business development activities, including networking and client acquisition.
  • Stay up-to-date on industry trends, regulations, and product offerings.

Skills, Knowledge and Expertise

  • Experience as a Financial Advisor.
  • Active Series 65 or 66 license required.
  • Active Health and Life Insurance licenses required.
  • Established book of business required.
  • Strong understanding of financial planning principles, investment strategies, and insurance products.
  • Excellent communication, interpersonal, and presentation skills.
  • Proven ability to build and maintain client relationships.
  • Self-motivated, results-oriented, and able to work independently.
  • Bachelor's degree in finance, economics, or a related field preferred.
  • Proficient with financial planning software and CRM systems.
Stone Hendricks Group

About Stone Hendricks Group

Helping Businesses Grow by Connecting Talent with Opportunity

At Stone Hendricks Group, we believe that a company’s success is driven by its people. As a Client Partnership Specialist, my role is to bridge the gap between businesses and top-tier talent, ensuring that every hire contributes to innovation, efficiency, and long-term success.

A Strategic Approach to Recruitment

Our approach goes beyond simply filling roles—we focus on building teams that align with your company’s vision, culture, and long-term objectives. With access to a broad network of professionals across industries, we don’t just match resumes to job descriptions; we match people to purpose.

A Proven Process with Proven Results

*Industry Expertise: Our deep industry connections and proprietary search technology allow us to deliver highly qualified, pre-screened candidates.

*Tailored Talent Solutions: We customize searches based on your company’s specific needs, ensuring alignment in skills, culture, and values.

*Speed & Precision: Our data-driven recruitment process and extensive candidate pipeline mean we can provide hire-ready professionals faster than traditional search methods.

At Stone Hendricks Group, we don’t just recruit—we build high-performing teams that drive business success. Let’s connect and discuss how we can help you find the right talent to meet your goals.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
Washington, DC
Year Founded
2021
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