Financial Services Professional

3 days ago


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

At Buttonwood Financial Advisors, we are seeking a skilled Financial Services Professional to join our team. This role is designed for individuals who thrive in client-facing environments and possess excellent communication skills.

Key Responsibilities
  • Meet with clients to understand their financial goals and objectives.
  • Analyze financial data and provide expert advice on investment strategies.
  • Develop and implement personalized financial plans tailored to each client's 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 Salary: $80,000 - $120,000 per year, depending on location and experience.



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