Strategic Financial Planning Professional

3 weeks ago


Baltimore, Maryland, United States Buttonwood Financial Advisors Full time

Company Overview:

At Buttonwood Financial Advisors, we are dedicated to providing exceptional financial planning services to our clients. Our team of experienced professionals is passionate about helping individuals achieve their financial goals.

Estimated Salary: $120,000 - $180,000 per year

Job Description:

We are seeking a highly skilled Personal Financial Advisor to join our team. As a key member of our client service team, you will be responsible for interacting with clients to understand their needs and goals, gathering and analyzing financial data, and formulating personalized advice.

Key Responsibilities:

  • Client Service: Interact with clients to uncover planning and service opportunities, document and manage client activities, and collaborate with other advisors and analysts.
  • Financial Planning: Meet with clients to understand their needs, gather and analyze financial data, model and stress test financial projections, and present findings to clients.
  • Business Development: Identify opportunities to serve clients' friends and family members and articulate how Buttonwood addresses unique situations.

Requirements:

  • Education: Bachelor's degree in finance or related field, or equivalent skills.
  • Licenses and Certifications: Series 65 license or equivalent, CFP certification, or pursuit of CFP preferred.
  • Experience: 3+ years of client-facing experience in financial services.

Benefits:

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


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