What are the responsibilities and job description for the Financial Advisor position at Legacy Search Advisors?
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
Salary : $90,000 - $100,000
Investment Operations
Kestra Financial Independent Advisor -
Columbia, MD
Financial Advisor
Prudential Financial -
Baltimore, MD
Financial Advisor
Financial Growth Partners -
Annapolis, MD
