Financial Services Professional

2 days ago


Baltimore, Maryland, United States Buttonwood Financial Advisors Full time
Benefits

Our comprehensive benefits package includes:

  • Monthly stipend for medical, dental, and vision premiums
  • Short-term and long-term disability insurance coverage
  • 401(k) with automatic 5% employer contribution
  • Employer-paid professional development and CE
  • Paid time off for both vacation and personal needs
  • Paid New York Stock Exchange holidays
  • Flexible parental leave for 12 weeks in your child's first year
Key Responsibilities

As a Financial Services Professional, you will:

  • Interact with clients to uncover planning and service opportunities
  • Interact with Fidelity and Schwab to implement planning strategies
  • Document and manage client activities to completion
  • Collaborate with other advisors, portfolio managers, and analysts when formulating advice for each unique client need
Financial Planning

You will:

  • Meet with clients and prospective clients to understand their needs, goals, and concerns
  • Gather, organize, and analyze their financial data
  • Model and stress test financial projections in eMoney and Holistiplan
  • Identify planning opportunities and formulate advice
  • Present your observations for peer review and then to clients
Business Development

You will:

  • Listen, relate, and uncover opportunities or threats to clients' financial security
  • Articulate how Buttonwood addresses those unique situations
  • Make yourself available to serve their friends and family members
Requirements

To be successful in this role, you will need:

  • Bachelor's degree in finance or related field, or equivalent skills
  • Series 65 license or equivalent
  • 3+ years of client-facing experience in financial services
  • CFP certification, or pursuit of CFP preferred
  • CFA, MBA, EA, and other advanced credentials a plus


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