11 Associate Financial Planner Jobs in Baltimore, MD
GemHarvest is Hiring an Associate Financial Planner Near Baltimore, MD
Associate Financial Planner
2 Billion AUM RIA
Greater Baltimore, MD
Overview
2 Billion Dollar Independent Wealth Management Firm seeks an Associate Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning, investment and wealth advisory services to high net worth and ultra high net worth clientele.
The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele, and fosters a collegial culture of continuous learning and growth.
Not a sales role /No portable book of business required
Highlights
- Collaborate with Lead Advisors as part of an ensemble practice to provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
- Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
- Competitive compensation package including a significant base salary, bonus, and benefits
Requirements
- 2 years client-facing Financial Advisory experience, leading relationships
- CFP designation complete or well underway
- Drive to continuously improve and grow in a collaborative team based environment
Job Type: Full-time
Salary: $90,000.00 - $140,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation package:
- Bonus opportunities
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Financial services: 2 years (Required)
License/Certification:
- CFP (Preferred)
Work Location: In person
Job Summary
Full Time
$95k-123k (estimate)
11/24/2023
07/03/2024
The job skills required for Associate Financial Planner include Financial Services, Planning, Financial Planning, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Financial Planner positions, which can be used as a reference in future career path planning. As an Associate Financial Planner, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Financial Planner. You can explore the career advancement for an Associate Financial Planner below and select your interested title to get hiring information.
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