Senior Financial Planner & Investment Advisor; Hybrid
Job in
Lutherville, Baltimore County, Maryland, USA
Listed on 2026-02-16
Listing for:
First Financial Federal Credit Union of Maryland
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm in Lutherville, MD is seeking a Senior Financial Planner and Investment Advisor. This position requires over four years of experience in investment advising, knowledge of tax strategies, and a proven ability to manage client relationships and grow assets under management. Ideal candidates have a relevant bachelor’s degree and experience in financial planning tools. The role offers a hybrid work schedule after probation and includes responsibilities like mentoring junior staff and compliance oversight.
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Position Requirements
10+ Years
work experience
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