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Financial Consultant Financial Advisor

Wealth & Tax Planning Lead — Senior Financial Planner

Job in Towson, Baltimore City, Maryland, 21286, USA
Listing for: Janney Montgomery Scott
Full Time position
Listed on 2025-12-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Towson, Maryland is seeking an experienced financial planner to join its team. The ideal candidate will have over 5 years of experience in financial planning and investment management, demonstrating strong analytical skills and expertise in key financial topics. Responsibilities include leading complex planning discussions, participating in client meetings, and providing tailored investment advice. A CFP designation and proficiency in financial planning software are preferred.

The position offers a competitive salary and benefits package.
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Position Requirements
10+ Years work experience
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