Financial Services Advisor

LaBarge Financial is committed to helping clients achieve a confident, stable, and enjoyable retirement through comprehensive financial services. Using a personalized approach, the team addresses the unique retirement needs of each client, ensuring they retire with more than just money. As an affiliated partner of Madison Avenue Securities, LLC, and AE Wealth Management, LaBarge Financial provides investment advisory services with a focus on long‑term financial security.

Based in Severna Park, MD, the firm emphasizes trust, collaboration, and personalized financial solutions.

This is a full‑time, on‑site role for a Financial Services Advisor located in Annapolis, MD. The Financial Services Advisor will work closely with clients to provide personalized financial planning, retirement planning, and investment management services. Day‑to‑day responsibilities include assessing clients’ financial situations, creating and implementing effective financial strategies, managing retirement portfolios, offering investment advice, conducting risk assessments, and maintaining client relationships while ensuring excellent service and attention to their individual needs.

• Expertise in Financial Planning, Retirement Planning, and Financial Advisory to guide clients in achieving their financial goals
• In‑depth knowledge of Finance and Investments to deliver comprehensive and informed recommendations
• Strong communication and interpersonal skills to foster trusted client relationships
• Analytical skills to assess financial data and tailor personalized solutions
• Bachelor’s degree in Finance, Economics, Business, or a related field
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred
• Proficiency with financial planning tools and software is an advantage

• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Finance, Sales

Location:

Annapolis, MD

Salary: $50,000 – $100,000 per year