Associate Financial Planner

Associate Financial Planner
2 Billion+ AUM RIA
Greater Baltimore, MD

Overview
2 Billion Dollar+ Independent Wealth Management Firm seeks an Associate Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning, investment and wealth advisory services to high net worth and ultra high net worth clientele.

The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele, and fosters a collegial culture of continuous learning and growth.

Not a sales role /No portable book of business required

Highlights

• Collaborate with Lead Advisors as part of an ensemble practice to provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
• Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
• Competitive compensation package including a significant base salary, bonus, and benefits

Requirements

• 2+ years client-facing Financial Advisory experience, leading relationships
• CFP designation complete or well underway
• Drive to continuously improve and grow in a collaborative team based environment

Job Type: Full-time

Salary: $90,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Financial services: 2 years (Required)

License/Certification:

• CFP (Preferred)

Work Location: In person