Maryland Licensed Financial Planner

Job Summary

A company is looking for a Financial Planner.

Key Responsibilities

• Develop personalized and comprehensive goal-based Financial Plans for advisors to deliver to clients
• Provide advice on retirement planning, investment planning, budgeting, and Social Security claiming strategies
• Update financial plans annually or after significant life events for managed clients

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• Current and active CFP designation
• FINRA Series 7 and 66 licenses (or Series 63 and 65 in lieu of 66)