Expert Wealth Management Advisor

2 weeks ago


Baltimore, Maryland, United States Buttonwood Financial Advisors Full time
About the Role

Buttonwood Financial Advisors seeks an experienced Financial Services Professional to join our team as a Senior Financial Planning Consultant.

  • Key Responsibilities:
    • Develop and implement comprehensive financial plans for clients
    • Collaborate with cross-functional teams to deliver exceptional client service
    • Analyze financial data to identify opportunities for growth and improvement
  • Requirements:
    • Bachelor's degree in finance or a related field
    • Series 65 license
    • 3+ years of experience in client-facing roles

This is a fantastic opportunity to work with a reputable financial services firm and contribute to the success of our clients.

Based on market standards, we estimate the salary for this position to be around $95,000 - $125,000 per year.



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