Financial Planner

5 days ago


Baltimore, Maryland, United States Lenox Advisors Full time
About Lenox Advisors

Lenox Advisors is a premier wealth and insurance advisory firm dedicated to providing solutions for high-net-worth individuals and their families. Our team of professional fiduciaries is committed to keeping our clients at the center of everything we do, while maintaining a collegial and collaborative environment that fosters growth and development.

Job Summary

We are seeking an ambitious and experienced Financial Advisor to join our team. As a Financial Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. You will build upon your natural abilities to connect with, educate, and guide others, while honoring the values we share with you.

Key Responsibilities
  • Develop and maintain long-term relationships with clients.
  • Provide financial solutions through fact gathering and needs analysis.
  • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates.
Requirements
  • Bachelor's degree in Finance or related field.
  • Strong understanding of the investment business.
  • Excellent interpersonal skills.
What We Offer

At Lenox Advisors, we offer a culture of innovation that embraces growth and change. We provide flexibility to design the life you want, backed by the security of a large, established company. Our ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.



  • Baltimore, Maryland, United States Thompson Financial Group Full time

    About the RoleThompson Financial Group is seeking an experienced financial advisor to join our team as a Certified Financial Planner - Relationship Builder. As a key member of our team, you will be responsible for building strong relationships with clients and helping them achieve their long-term financial goals.Key ResponsibilitiesCustomize Financial Plans:...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Thompson Financial Group is in a phase of significant growth, and we are seeking a knowledgeable financial consultant who is dedicated to fostering client relationships and guiding them toward their financial aspirations. The ideal candidate will possess a strong history of success in advising clients, complemented by exceptional analytical, numerical, and...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Thompson Financial Group is seeking a knowledgeable financial advisor to join our expanding team. This role is ideal for individuals who excel in fostering client relationships and guiding them towards achieving their financial aspirations. The ideal candidate will possess a strong track record in client advisory, complemented by exceptional analytical,...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Thompson Financial Group is experiencing significant growth and is in search of a knowledgeable financial advisor dedicated to fostering client relationships and guiding them towards their financial aspirations. We seek an individual with a solid history of success in client advisory roles, possessing exceptional analytical, numerical, and interpersonal...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced financial advisor to join our team at Thompson Financial Group. As a CRIA financial expert, you will have the opportunity to work with a wide range of clients, providing customized solutions to meet their unique needs.Key ResponsibilitiesProspect and network to cultivate a book of businessMeet...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    About Thompson Financial GroupWe are a leading financial services firm dedicated to providing innovative solutions for our clients. Our open architecture investment platform allows us to tailor our services to meet the unique needs of each client.Job SummaryWe are seeking an experienced financial services professional to join our team as a Senior Investment...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    About Thompson Financial GroupWe are a leading financial services firm dedicated to providing innovative solutions for our clients. Our open architecture investment platform allows us to tailor our services to meet the unique needs of each client.Job SummaryWe are seeking an experienced financial services professional to join our team as a Senior Investment...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job OverviewAre you seeking tailored financial solutions for your clientele and feeling constrained by standard investment strategies? Your search ends here. Our flexible investment framework empowers you to prioritize your clients' best interests. By joining our organization, you will benefit from an innovative model that combines the essential resources...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Are you seeking tailored investment solutions for your clients and looking to move away from generic portfolios? Our flexible investment platform is designed to help you prioritize your clients' best interests. Joining Thompson Financial Group means embracing an innovative model of supported independence, allowing you to leverage essential resources while...


  • Baltimore, Maryland, United States InsideHigherEd Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Director for Financial Planning and Analysis to join our team at InsideHigherEd. The successful candidate will be responsible for leading the development and implementation of financial planning and analysis strategies to drive business growth and profitability.Key ResponsibilitiesFinancial...


  • Baltimore, Maryland, United States Magellan Health Full time

    Position Overview: This role involves delivering comprehensive financial advisory services to military personnel and their families. The primary duties encompass a wide range of personal finance counseling tailored to the unique needs of service members at various military locations.Key Responsibilities:Provide one-on-one financial counseling and education...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job OpportunityWe are seeking a highly skilled and experienced financial services professional to join our team at Thompson Financial Group. As a Senior Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...


  • Baltimore, Maryland, United States Department Of Health And Human Services Full time

    Budget and Financial Planning DirectorJoin the Department of Health and Human Services as a Budget and Financial Planning Director, where you will play a critical role in shaping the financial future of our organization.Key Responsibilities:Develop and implement comprehensive budget plans that align with the agency's strategic goals and objectives.Lead a...


  • Baltimore, Maryland, United States Magellan Health Full time

    Position Overview:This role is dedicated to delivering comprehensive financial advisory services at designated military facilities. The primary duties encompass a wide range of personal finance counseling aimed at military personnel and their families. Services provided include educational sessions and personalized consultations, which may involve direct...


  • Baltimore, Maryland, United States Maryland Department of Transportation Full time

    OPEN RECRUITMENTExecutive Service Position(This position serves at the pleasure of the Appointing Authority)The Maryland Department of Transportation (MDOT) is dedicated to providing exceptional services that enhance the lives of Maryland residents and visitors. If you have utilized services such as public transportation, licensing, or other...


  • Baltimore, Maryland, United States InsideHigherEd Full time

    Job SummaryWe are seeking an experienced Executive Director for Financial Planning and Analysis to join our team at InsideHigherEd. The successful candidate will be responsible for leading the development and implementation of financial planning and analysis strategies to drive business growth and profitability.Key ResponsibilitiesFinancial Planning and...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Are you seeking tailored financial strategies for your clients and looking to move away from generic investment portfolios? Our flexible investment platform is designed to empower you to prioritize your clients' best interests. By joining Thompson Financial Group, you will benefit from our innovative model of supported independence, which combines essential...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Are you seeking tailored investment solutions for your clientele and growing weary of standard portfolios? Your search ends here. Our flexible investment framework empowers you to prioritize your clients' best interests. By joining our organization, you will benefit from an innovative model of supported independence that combines essential resources for your...


  • Baltimore, Maryland, United States Facet Full time

    Position OverviewAt Facet, our commitment to our members is paramount. As the Head of Strategic Planning, you will embody this principle daily by guiding a team of planners, motivating them to excel in delivering exceptional value through our unique planning approach, ensuring an unparalleled experience for our members. We firmly believe that human planners...


  • Baltimore, Maryland, United States Facet Full time

    Position OverviewAt Facet, our members are our top priority. As the Head of Strategic Planning, you will embody this principle daily by guiding a team of planners, motivating them to excel in delivering exceptional value through our unique planning approach. We believe that human planners play a vital role in fostering trust and connection, enabling us to...