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Client Relationship Advisor – Financial Planning

Job in Dundalk, Baltimore City, Maryland, 21222, USA
Listing for: Sortino Financial Group
Full Time position
Listed on 2026-09-21
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Service Advisor to strengthen client relationships and guide financial decisions. This role involves leading client meetings, supporting ongoing planning, and collaborating with internal teams to ensure client success. Ideal candidates will have a CFP® certification and 3-7 years of experience in financial services. The position offers a flexible work environment and opportunities for professional growth.
This role, Client Relationship Advisor – Financial Planning at Sortino Financial Group, could be your next opportunity. The Client Relationship Advisor – Financial Planning position in the Management & Operations field is open for applications. We have an opening for a Client Relationship Advisor – Financial Planning in MD, United States within Management & Operations. Are you ready to take on the Client Relationship Advisor – Financial Planning role at Sortino Financial Group?
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