Financial Planning Expert

1 week ago


LuthervilleTimonium, United States First Financial Federal Credit Union of Maryland Full time

**Job Overview:**

We are seeking a highly skilled Senior Financial Planner and Investment Advisor to join our team at First Financial Federal Credit Union of Maryland. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.

About the Role:

  • Provide customized financial planning tailored to the needs of each client and consistent with our Firm's guidelines.
  • Guide and mentor other advisors regarding client meetings and preparation of financial plans.
  • Perform investment selection, trading, financial reporting, and back-office activities.
  • Conduct meetings, presentations, and introductory sessions to recruit new clients to the firm.
  • Responsible for retaining and growing assets under management (AUM).
  • Effectively communicate with clients and co-workers to deliver all aspects of the wealth management service.
  • Contribute to the Firm's business operations and strategic planning.
  • Assist with the oversight of RIA compliance requirements.
  • Work with senior tax advisors regarding client strategy aspects of the tax preparation service.

Requirements:

  • A minimum of four years of experience advising individual clients on investments, retirement, and tax issues.
  • Demonstrated record of client and AUM growth with an effective sales approach.
  • Extensive knowledge of tax strategies relevant to individual financial planning and investment operations.
  • Experienced with common financial planning tools (e.g., RightCapital).
  • Willingness to work in a collaborative, team-focused environment.
  • Ability and desire to mentor early-career team members.
  • Desire for a compensation plan based mostly on salary with an opportunity for a team performance bonus.
  • Experience in business and office operations.
  • Ability to prioritize and complete multiple time-sensitive tasks.

Compensation and Benefits:

  • Estimated annual salary: $70,000 - $100,000 based on experience and qualifications.
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunity for professional growth and development within the Firm.

How to Apply:

Please submit your resume and cover letter to us by mail or online application. We look forward to hearing from you



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