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Financial Planner - Private Wealth & Retirement (Hybrid
Job in
Towson, Baltimore City, Maryland, 21286, USA
Listed on 2026-08-04
Listing for:
Greenspring Advisors
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Greenspring Advisors in Towson, MD is seeking a Financial Planner to support private client and retirement plan teams. The role involves collecting client data, researching planning solutions, and generating detailed analyses for advisors and clients.
The qualified candidate will guide plan participants, conduct education meetings as needed, and contribute to high service standards. A Bachelor’s degree is required, with CFP/Series 65 preferred; temporarily, the Series 65 may be pursued after
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