Financial Advisor

1 month ago


Baltimore, United States LHH Full time

We're looking for an experienced Financial Advisor to join our team. You'll provide key financial advice and manage our clients' financial health. We need someone with a strong background in financial planning who is committed to putting clients' interests first.


Responsibilities:

  • Create and maintain strong relationships with clients.
  • Understand clients' financial goals and situations through detailed consultations.
  • Keep clients informed about their financial plans and investments.

Financial Planning:

  • Analyze clients' finances to make personalized financial plans.
  • Offer strategies for retirement, tax optimization, estate planning, etc.
  • Update financial plans according to clients' life changes or market shifts.


Qualifications:

  • Bachelor’s degree in finance, business, or related. Advanced degrees or certifications like CFP, CFA preferred.
  • Experience as a Financial Advisor with a focus on fiduciary duty.
  • Deep knowledge of financial planning, investment management, and regulations.
  • Required certifications: Series 6/7 and 65 License, Life Insurance License preferred.



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