Senior Financial Planner and Investment Advisor

1 week ago


LuthervilleTimonium, Maryland, 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 Senior Financial Planner and Investment Advisor to join our team.

About the Role

We are looking for a seasoned professional with extensive knowledge of tax strategies, financial planning tools, and investment operations. The ideal candidate will have at least four years of experience advising individual clients on investments, retirement, and tax issues.

Key Responsibilities
  • Provide customized financial planning tailored to the needs of clients and consistent with the 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.
  • Responsible for retaining and growing assets under management (AUM).
  • Contribute to the Firm's business operations and strategic planning.
  • Work with senior tax advisors regarding client strategy aspects of the tax preparation service.
  • Adhere to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position.
Requirements
  • Bachelor's degree in accounting, finance, economics, or a quantitative field.
  • Extensive knowledge of tax strategies relevant to individual financial planning and investment operations.
  • Experience with common financial planning tools.
  • 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.
About Us

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. We are dedicated to providing a work environment that is inclusive and respectful of all employees.



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