Senior Financial Planner and Investment Advisor

2 days ago

Owings Mills, United States First Financial Federal Credit Union of Maryland Full time
Job Title: Senior Financial Planner and Investment Advisor

First Financial Federal Credit Union of Maryland is seeking a highly skilled and experienced Senior Financial Planner and Investment Advisor to join our team. As a key member of our Financial Dimensions, Inc. department, you will be responsible for providing customized financial planning tailored to the needs of our clients and consistent with our firm's guidelines.

Key Responsibilities:

  • Provides customized financial planning tailored to the needs of the client and consistent with the Firm's guidelines.
  • Guides and mentors other advisors regarding client meetings and preparation of financial plans.
  • Performs investment selection, trading, financial reporting, and back-office activities.
  • Conducts meetings, presentations, and introductory sessions to recruit new clients to the firm.
  • Responsible for retaining and growing assets under management (AUM).
  • Effectively communicates with clients and co-workers to deliver all aspects of the wealth management service.
  • Contributes to the Firm's business operations and strategic planning.
  • Assist with the oversight of RIA compliance requirements.
  • Works with senior tax advisors regarding client strategy aspects of the tax preparation service.

Requirements:

  • At least 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).
  • Willing to work in a collaborative, team-focused environment.
  • Ability and desire to mentor early-career team members.
  • Desires 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.

Education and Professional Licenses:

  • Bachelor's degree in accounting, finance, economics, or a quantitative field is required.
  • IAR (Series 65) is required. CPA, EA, CFP, and/or on-track to complete is highly desirable.

Equal Opportunity Employer:

First Financial Federal Credit Union of Maryland is an Equal Opportunity employer with a strong commitment to hiring for our mission and diversifying our staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, marital status, protected veteran status, or any other factor protected by law.

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