Financial Advisor

Financial Advisor
Company:

Legacy Search Advisors



Job Function:

Finance

Details of the offer

Financial Advisor Baltimore, MD (Hybrid) $100K Base + Bonus Are you a CFP who LOVES providing the best financial advice possible? Dread the sales aspect of the job? Want to work with UHNW Families? This opportunity seeks CFP professionals with 3-8 years of experience. ZERO cold calling required. Networking is key, but there is no business development to help eliminate any conflict of interest when working with clients. Room for growth as a Lead Planner in 2-3 years as well! Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field CFP required 3-8 years' of industry experience Strong understanding of the investment business Excellent interpersonal skills


Source: Talent2_Ppc

Job Function:

Requirements

Financial Advisor
Company:

Legacy Search Advisors



Job Function:

Finance

Remote Bilingual Property & Casualty Insurance Agent - Spanish/English Required

Bilingual Licensed Property & Casualty Insurance Agent - Spanish-English Remote USA Be the spark that brightens days and ignite your career with TTEC's award...


From Ttec - Maryland

Published 9 days ago

Intelligence Financial Analyst (Intelligence Center) - Security Clearance Required

Why choose between doing meaningful work and having a fulfilling life? At MITRE, you can have both. That's because MITRE people are committed to tackling our...


From Mitre - Maryland

Published 9 days ago

Bank Oversight Operations Director (Avp)

We're seeking someone to join our team as a Director in Wealth Management Operations on the Morgan Stanley Bank Operations Oversight team to support document...


From Morganstanley - Maryland

Published 8 days ago

Global Financial Crimes: Us Aml Alert Monitoring & Screening Associate

About Morgan Stanley For 87 years, Morgan Stanley has had a passion for what's possible. We leverage the full resources of our firm to help individuals, fami...


From Morganstanley - Maryland

Published 8 days ago

Built at: 2024-10-05T18:19:53.517Z