Wealth Planning Specialist

6 days ago


Baltimore, Maryland, United States Buttonwood Financial Advisors Full time
Job Summary

Buttonwood Financial Advisors is seeking a skilled Wealth Planning Specialist to join our team. In this role, you will be responsible for analyzing financial data, developing personalized financial plans, and providing expert advice to our clients.

Responsibilities
  • Analyze financial data and develop comprehensive financial plans.
  • Meet with clients to discuss their financial goals and objectives.
  • Implement customized investment strategies to meet each client's unique needs.
Requirements
  • Bachelor's degree in finance or a related field.
  • Series 65 license or equivalent.
  • 3+ years of experience in financial services.
  • CFP certification preferred.

Estimated Annual Salary: $100,000 - $150,000, depending on location and experience.



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