Maryland Licensed Financial Planner

Job Summary

To support financial advisors, the full-time Maryland Licensed Financial Planner will develop personalized financial plans, provide comprehensive advice on various financial topics, and update plans annually or during life events, while working in a hybrid environment.

Key responsibilities

• Develop personalized and comprehensive goal-based Financial Plans for advisors to deliver to their clients
• Provide advice on retirement planning, investment planning, budgeting, and Social Security claiming strategies
• Support advisors with training and coaching related to investment and financial planning

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 65 licenses