Financial Planner

Towson, Maryland – full-time position, on‑site

Candidates must be authorized to work in the U.S. and be located within commuting distance of Towson, MD, or be willing to relocate independently.

At Greenspring, our Core Purpose is to “help every person live their ideal life” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:

• Own your future with defined career paths and tools, coaching, and support to help you create the future you want
• Thrive in a great culture where you’ll be a part of a team of people who are committed to each other’s success
• Make a lasting impact on the lives of our clients through the camaraderie of working for a common goal with your peers

The Financial Planner role will support both firm Practice Groups:

• For the Private Client Team, the Financial Planner will be preparing complex and comprehensive financial plans for our private wealth clients. The individual will be responsible for gathering client data, researching creative financial planning solutions, inputting data into financial planning software tools, and making basic recommendations on client financial plans;
  Serve as a subject‑matter expert for advisors on complex financial planning topics.
• For the Retirement Plan Consulting Team, the Financial Planner will be guiding retirement plan participants through investment decisions and recommendations, helping them to determine the best action regarding their retirement assets, as well as providing financial planning assistance to participants and company executives. This individual may conduct on‑site and over‑the‑phone education meetings with plan participants using the Greenspring investment methodology and materials.

This role is critical to setting and maintaining high service standards for the firm, creating positive client experiences, and fostering a culture of teamwork and collaboration.

Responsibilities

The responsibilities listed below are intended to describe the general nature and level of work being performed; it is not an exhaustive list of all responsibilities, and additional duties may be assigned.

• Collect, organize, and review data gathered from clients for estate, retirement, tax, education, and insurance planning
• Prioritize, batch, and enter a high volume of data into financial planning software tools with precision and accuracy
• Produce and create financial planning reports for Lead and Senior Advisors to present to clients; provide detailed analysis to advisors in addition to reports.
• Provide education and financial planning advice to retirement plan participants. Tailors the conversation to the needs and demographics of the audience
• Provides advanced‑level planning knowledge and expertise to external and internal stakeholders

Specific Measures of Success

• Quickly responds to requests and resolves open tasks
• Proactively eliminates obstacles before they become issues
• Demonstrates efficiency in working with multiple advisors across multiple sites by leveraging firm resources and tools
• High degree of pride in the accuracy and quality of your work product

2+ years in financial services and/or financial planning.

Education

Bachelor’s degree required. Degree in Financial Planning, Finance, Economics, Accounting, or related field preferred.

CERTIFIED FINANCIAL PLANNER™ Professional and/or Series 65 license preferred; otherwise, continued employment will be contingent on successfully obtaining the Series 65 license within the first 90 days of hire.

Skills and Knowledge

• Always focused on client needs and customer service
• Base level of understanding of a variety of financial planning concepts, practices, and procedures
• Highly relational with clients and teammates, with excellent oral and written communication skills
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multitask and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Demonstrated problem‑solving abilities
• Ability to excel in a fast‑paced, changing environment
• A self‑starter who is assertive, proactive, independent, flexible, and accommodating
• Expert…