Our client, a local wealth management company is looking for a unique individual that is detailed, organized, friendly, and passionate about helping others. This organization brings more than 50 years in the financial services industry, providing expertise in investment and retirement planning. The Financial Planner is expected to service existing client relationships under the supervision of a Lead Advisor.
Well qualified candidates will bring:
* Bachelor’s degree in Finance or related field of study
* 1+ years of related experience
* CFP licensing highly preferred or the ability to obtain within 6 months of hire
* Ability to work onsite in downtown Frederick
This position offers:
* $80,000-$120,000 starting salary
* Generous PTO and paid Holidays
* Health/Dental/Vision and other insurances
* A 401k retirement package with company match, bonuses and profit sharing
* Opportunity to advance quickly and secure a long-term, lucrative career
Apply todayto learn more about this excellent local opportunity!
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