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Financial Planner
Job
NLX
Frederick, MD (In Person)
Full-Time
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Job Description
Financial Planner
Certified Financial PlannerFrederickThis is a FT Direct Hire positionOur client, a well-established local wealth management firm, is seeking a motivated and personable Certified Financial Planner to join their growing team. With over 50 years of experience in investment and retirement planning, this firm is passionate about helping clients plan for a secure financial future.
In this role, you'll support and service existing client relationships while working closely with a Lead Advisor.
What We're Looking For
In this role, you'll support and service existing client relationships while working closely with a Lead Advisor.
What We're Looking For
- Bachelor's degree in Finance or a related field of study
- 1+ year of relevant experience
- CFP certification preferred (or ability to obtain within 6 months
- Detail-oriented, organized, and client-focused
- Ability to work onsite in FrederickWhat's Offered
- $70,000K
- 150,000K starting salary
- Generous PTO and paid holidays
- Health, dental, and vision insurance
- 401(k) with company match, bonuses, and profit sharing
- Clear growth path and long-term career potentialIf you're passionate about helping others and want to grow with a respected local firm, apply today!