Expert Wealth Management Advisor
2 weeks ago
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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Wealth Management Specialist
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Wealth Planning Specialist
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Baltimore, Maryland, United States Buttonwood Financial Advisors Full timeJob SummaryButtonwood Financial Advisors is seeking a skilled Wealth Planning Specialist to join our team. In this role, you will be responsible for analyzing financial data, developing personalized financial plans, and providing expert advice to our clients.ResponsibilitiesAnalyze financial data and develop comprehensive financial plans.Meet with clients to...
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Financial Services Professional
6 days ago
Baltimore, Maryland, United States Kestra Financial Independent Advisor Full timeJob OverviewMelnick Rosenbaum Wealth Management is a leading independent advisory firm in Timonium, Maryland. Our company prioritizes a collaborative and client-centric approach to deliver personalized financial strategies.We are seeking an experienced Service Advisor to support our lead advisor/owner in managing client portfolios, enhancing client...
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Client Success Manager
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Financial Planning Expert
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Baltimore, Maryland, United States Kestra Financial Independent Advisor Full timeAbout Melnick Rosenbaum Wealth ManagementMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland. We are known for delivering personalized financial strategies to individuals and businesses.Our team prioritizes a collaborative, client-centric approach, fostering a supportive environment where innovation and...
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