Careers
At Financial & Realty Services, LLC, we are always looking for talented, qualified people to join our growing team. Candidates with certifications, degrees, and experience in our key capabilities are a plus.
Our comprehensive benefits package includes:
- Medical benefits
- Dental benefits
- Short-term disability
- Long-term disability
- Life insurance
- 401k savings plan with a company matching contribution
- Commuter benefits
- Employee assistance program
Financial & Realty Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability or veteran status.
E-Verify is a registered trademark of the U.S. Department of Homeland Security. This business uses E-Verify in its hiring practices to achieve a lawful workforce.
Employment Opportunities
FINANCIAL ADVISOR – RETIREMENT SPECIALIST (INTERNAL)
Financial & Realty Services, LLC dba FRS Professional Services LLC (FRS) is currently recruiting Financial Advisors – Retirement Specialists (Internal) to service our institutional client, Nationwide/City of Baltimore Deferred Compensation Plan. Candidate will provide education and deliver service for public sector employees while developing, managing and retaining relationships. Candidate will work out of the local City of Baltimore office, Monday – Friday.
Major Responsibilities
- Schedules and conducts one-on-one and group meetings with near-retirement city employees
covering distribution planning, asset allocation, retention strategies, transfer-in opportunities and
cash flow analysis. - Serves as a financial resource to existing and potential participants by providing counseling and
guidance on the features and benefits of defined contribution retirement savings plans which will
drive sales growth. - Developing relationships with key entity contacts especially at the department head level in order to
expand products and services within the plan. - Provide assistance and support to Program Director that may include: assistance with training on
new presentations, product information, and policy or process changes. Act as a team lead for a
group of Retirement Specialists. Function as a point of contact for inquiries and help troubleshoot
problems. Manage special projects that may relate to marketing, customer service, enrollment and
other administrative processes of deferred compensation program. Work with dedicated or regional
home office teams to solve customer issues or implement actions to improve processes for the field.
Skills: Excellent sales, communication and presentation skills required. Demonstrated ability to effectively manage a territory of clients. Must be able to work independently with little supervision.
Knowledge: Comprehension of annuity and investment products with the ability to effectively communicate product information. Understanding of the competitive landscape. Demonstrated knowledge of plans necessary to fully support Program Director in administrative and sales responsibilities.
Requirements
- Bachelor’s degree in related field (insurance, business, marketing) preferred
- Three years of related experience in financial, sales or educational services functions
- Maryland Life & Health, Series 6 or 7, and 65/66 licensed
- Professional designation a plus and/or retirement planning experience in a corporate, federal, state
or municipal agency.
Benefits include:
- Competitive salary/bonus
- Medical/dental/vision/life/disability insurance
- 401(k) with company match
- Paid holidays, annual and sick leave
Send resumes to resumes@frsllc.com.