Senior Financial Planning Consultant

3 weeks ago


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

As a Senior Financial Planning Consultant at Buttonwood Financial Advisors, you will play a key role in shaping the financial futures of our clients.

  • Client Service:
    • Interact with clients to identify and capitalize on planning opportunities
    • Collaborate with other advisors and industry experts to provide comprehensive advice
    • Document and manage client activities to ensure timely completion
  • Financial Planning:
    • Meet with clients to understand their needs, goals, and concerns
    • Gather and analyze financial data to inform planning decisions
    • Develop and present personalized financial plans
  • Business Development:
    • Identify and pursue new business opportunities
    • Build strong relationships with clients and industry partners

The ideal candidate will possess a Bachelor's degree in finance or a related field, along with a Series 65 license and 3+ years of experience in client-facing roles. CFP certification is preferred, but not required.

We estimate the salary for this position to be around $85,000 - $110,000 per year, depending on location and experience.



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