• location: Baltimore, MD
  • type: Permanent
  • salary: $60,000 - $70,000 per year
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job description


job summary:

$60K - $70K


Incredible opportunity for CFP professionals to join an RIA firm disrupting the wealth management industry.

location: Baltimore, Maryland
job type: Permanent
salary: $60,000 - 70,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 1 Years
Responsibilities include the following:

  • Directly support a team of lead planners working remotely across the country.
  • Professionally and objectively build custom financial plans ensuring the highest quality product.
  • Help prepare lead planners for client meetings, including collecting, organizing and synthesizing client data within a financial planning context.
Candidates must have passed the CFP for this position.

Please send your resume to for consideration.

skills: Financial Planning
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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