What are the responsibilities and job description for the Financial Advisor position at Marshall Financial Group?
Company Description
Marshall Financial Group is an independent wealth management firm and Registered Investment Advisor (RIA) dedicated to growing and protecting clients' financial assets through every phase of life. Founded on the principles of personal relationships, honesty, kindness, and integrity, we help clients identify and pursue their personal and financial goals. Our team culture fosters a meaningful, fulfilling life balance for both clients and our team. Through careful planning and sound investment strategies, we work together to grow clients' investments with confidence for years to come.
Role Description
This is a full-time on-site role for a Financial Advisor located in Hunt Valley, MD. The Financial Advisor will be responsible for providing comprehensive financial planning services, including retirement planning, investment management, and financial advisory services. Day-to-day tasks include developing personalized financial plans, advising clients on investment opportunities, and helping clients achieve their long-term financial objectives. The Financial Advisor will also build and maintain strong client relationships through regular communication and meetings.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Finance, Investments, and Financial Advisory
- Excellent analytical and problem-solving abilities
- Strong interpersonal and communication skills
- Ability to work independently and as part of a team
- Bachelor’s degree in Finance, Economics, Business, or a related field
- CFP (Certified Financial Planner) designation is a plus