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Senior Financial Planner and Investment Advisor

2 months ago

LuthervilleTimonium, United States First Financial Federal Credit Union of Maryland Full time
Job Title: Senior Financial Planner and Investment Advisor

Join our team at First Financial Federal Credit Union of Maryland as a Senior Financial Planner and Investment Advisor. This role is a great opportunity to work with a dynamic team and make a real impact on our members' financial lives.

Key Responsibilities:

  • Provide customized financial planning tailored to the needs of our members and consistent with our guidelines.
  • Guide and mentor other advisors regarding client meetings and preparation of financial plans.
  • Perform investment selection, trading, financial reporting, and back-office activities.
  • Conduct meetings, presentations, and introductory sessions to recruit new members to our firm.
  • Responsible for retaining and growing assets under management (AUM).
  • Effectively communicate with members and co-workers to deliver all aspects of the wealth management service.
  • Contribute to our firm's business operations and strategic planning.
  • Assist with the oversight of RIA compliance requirements.
  • Work with senior tax advisors regarding client strategy aspects of the tax preparation service.

Requirements:

  • At least four years of experience advising individual clients on investments, retirement, and tax issues.
  • Demonstrated record of client and AUM growth with an effective sales approach.
  • Extensive knowledge of tax strategies relevant to individual financial planning and investment operations.
  • Experienced with common financial planning tools (e.g., RightCapital).
  • Willing to work in a collaborative, team-focused environment.
  • Ability and desire to mentor early-career team members.
  • Desires a compensation plan based mostly on salary with an opportunity for a team performance bonus.
  • Experience in business and office operations.
  • Ability to prioritize and complete multiple time-sensitive tasks.

Education and Certifications:

  • Bachelor's degree in accounting, finance, economics, or a quantitative field is required.
  • IAR (Series 65) is required. CPA, EA, CFP, and/or on-track to complete is highly desirable.

Equal Opportunity Employer:

First Financial Federal Credit Union of Maryland is an Equal Opportunity employer with a strong commitment to hiring for our mission and diversifying our staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, marital status, protected veteran status, or any other factor protected by law.