Financial Planner

NEW PLANNER RECRUITING

We are a national recruiting firm specializing in placing financial

planning professionals with leading wealth management firms

nationwide. We are representing a fee-only firm in Baltimore, MD that

is seeking a Financial Planner to join their team. Detailed job

specifications available once we connect and agree it is a mutual fit. 

FEE-ONLY. UNPARALLELED GROWTH.

Our client is an employee-owned private wealth management firm

focused on preserving and enhancing wealth primarily through index

investing and nuanced financial planning strategies. Boasting best in

class software, a defined path to becoming a lead advisor, and the

opportunity to join one of the most well-credentialed teams in the

DMV, this is the perfect opportunity for a CFP with 3+ years’

experience who feels capped in their current role.

QUALIFICATIONS

Bachelors’ degree from an accredited university; major in financial

planning preferred. CFP®, CPA, or CFA is preferred. 3+ years of

financial planning experience. Highly organized, exceptional technical,

verbal and written communication skills. Must have high attention to

detail and robust MS Excel and PowerPoint skill. Team player with

high professional standards. Familiarity with Charles Schwab

Institutional services is a plus.

RESPONSIBILITIES WE’LL TRUST YOU WITH

The ideal candidate will assist with the management of client

portfolios and the development of comprehensive financial plans.

Communicate the strategy, positioning, and performance of our

methodologies and solutions to internal and external audience.

Analyze private equity and private real estate opportunities. Assist

with the review and generation of client performance reports.

Understand our index investing philosophy and articulate it to clients

and prospects.

THE PERKS

Competitive salary based on experience. Well defined career track

and opportunity for mentorship. Career trajectory leads to significant

upward mobility within the firm. Company retirement plan with

match. Subsidized health, dental, and vision insurance.