Wealth Advisor

Our client, a wealth management firm in Towson, MD, is currently seeking a Financial Planner to join their growing practice. The Financial Planner will be responsible for working alongside the team to develop individualized financial plans, assist with providing investment related analysis and advice, as well as executing investment plans to existing and new client relationships.

ResponsibilitiesLead tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc.

Participate in client meetingsMake sure planning information is gatd, filed, and uploaded into MoneyGuide effectivelyProvide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectivesQualificationsBachelor's degree is requiredSeries 7 and 66 (63 +65) requiredCFP is a plus5+ years of experience in financial planning/investment managementExpert knowledge in financial planning topics, concepts, and strategies