Maryland Licensed Financial Planning Assistant

Job Summary

Supporting a private wealth advisory practice, the full-time Maryland Licensed Financial Planning Assistant will manage client interactions, assist with financial planning software, and prepare for client meetings while adhering to high ethical standards in a virtual environment.

Key responsibilities

• Collect and input clients' financial information into financial planning software
• Prepare deliverables for client meetings, including portfolio reviews and illustrations
• Deliver superior client service by responding to requests and supporting advisors

Required qualifications

• Must be licensed in Maryland as a Financial Planning Assistant
• Ability to complete FINRA license exams (SIE, Series 7, Series 66) within 90 days of hire
• Completion of Accredited Portfolio Management Advisor (APMA) within 60 days after obtaining necessary licenses
• Self-motivated with strong organizational skills and attention to detail
• Experience or coursework in finance or related fields is preferred