Financial Planner
Full-time
Veritas Partners
Responsibilities:
- Act as lead resource in complex planning topics such as tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc.
- Participate in client meetings and deliver advice to clients
- Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively.
- Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends
- Contribute to monthly financial planning marketing posts related to personal finance and financial planning.
- Provide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the client
Requirements:
- 5+ years of experience in financial planning/investment management
- Bachelor's Degree required
- Expert knowledge in financial planning topics, concepts, and strategies. For example, tax planning, retirement distribution planning, Medicare, social security, gifting, charitable planning, asset location, asset allocation, tax efficient investing.
- Demonstrate advanced analytical and problem-solving skills
- Strong interest in financial planning and investment management
- Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)
- Series 7, 63 and 65 (or 66) required
- CFP designation a plus
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Baltimore County, MD vacancy
$90k - $150k
...Job Description Senior Wealth Advisor Location : Lutherville, MD Industry : Wealth Management / Financial Advisory Compensation: Base salary : $90,000–$150,000, commensurate with experience; target total compensation of $150,000 to $250,000+ in year one...SuggestedRight Executive Search, LLC
Lutherville Timonium, MD20 days ago$21.35 - $32.02 per hour
...opportunities are posted here as they become available. What You’ll Do. As a Relationship Banker, you embrace SECU’s brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing...SuggestedHourly paySECU
Owings Mills, MD19 hours ago- ...self‑service tools. You will process cash transactions, build client relationships, and connect customers with solutions to meet financial goals. The role requires strong communication, a service mindset, and flexibility to work weekends or extended hours across a network...SuggestedLocal areaWeekend work
Bank of America
Reisterstown, MD5 days ago $25 - $27.88 per hour
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...SuggestedHourly payWork at officeShift workDay shiftBank of America
Baltimore, MD2 days ago- ...Chase is seeking an Associate Relationship Banker for a branch role in Baltimore. You will welcome clients, offer tailored financial solutions, and help them navigate Chase’s digital tools to improve their banking experience. You will build lasting client relationships...Suggested
Testing Site - JPMC
Baltimore, MD2 days ago $25 - $26.77 per hour
...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift94-1687665 Bank of America, National Association
Cockeysville, MD2 days ago$25 - $26.77 per hour
...Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursWeekend workDay shiftBank of America
Lutherville Timonium, MD19 hours ago- Description HERE, TAKING CARE OF CUSTOMERS IS ABOUT MUCH MORE THAN MONEY At Taylor Bank, everything we do is about serving our community and building strong customer relationships. WE ARE SEEKING: A full-time Relationship Banker with great people skills to ...Full timeTemporary work
Calvin B Taylor Banking Co
Baltimore, MD2 days ago - Relationship BankerJoin our team. Make a difference - for us and for your future.Position Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition Overview:This position is expected to develop proficiency of basic consumer banking transactions...Work at officeFlexible hoursNight shift
First National Bank
Owings Mills, MD4 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Baltimore, MD1 day ago- ...Experienced Financial AdvisorJoin Thompson Financial Group as an experienced financial advisor and be part of a team dedicated to empowering clients through holistic financial planning. Here, you'll have the autonomy to build and manage your client relationships while...
Thompson Financial Group
Baltimore, MD19 hours ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company‑funded retirement package...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Baltimore, MD3 days ago- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities...
LinkedIn
Cockeysville, MD19 hours ago - ...Organization : Name BALTIMORE MD Default: Location : City OWINGS MILLS Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and...Work at officeLocal area
Western & Southern
Owings Mills, MD19 hours ago $61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing supportFully company-funded retirement package and...For contractorsWork at officeNorthwestern Mutual Life Insurance Company
Cockeysville, MD4 days ago- ...Associate Financial AdvisorOur client is seeking a highly motivated, intellectually curious, and relationship-oriented Associate Financial Advisor to join their growing team. This individual will play a key role in collaborating with the partners, while managing an assigned...Work at office
Xtra Effort Solutions
Towson, MD3 days ago - ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Temporary workWork at officeNight shiftWeekend work
$19.01 - $31.68 per hour
Floating Relationship Banker This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution...Flexible hours$44.72k - $63.25k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office- ...Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch...Immediate startAfternoon shift
$45.38k - $75.63k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeWork experience placementWork at office- Bank of America in Maryland is seeking a client advisory professional to build financial plans using brokerage products and banking solutions. You will triage client needs, refer to internal partners, and work toward helping clients reach their financial goals. The role...Work at office
- PNC Financial Services Group in Owings Mills, MD is seeking a Personal Banker to deliver a differentiated customer experience and help clients improve their financial wellbeing. You will work in-office within the Retail Banking organization, engaging with customers and...Work at office
- ...process cash transactions efficiently. You will answer questions, guide customers, and connect them to solutions that meet their financial goals. The role requires strong communication, relationship-building, and the ability to work weekends or extended hours at a nearby...Hourly payWork at officeWeekend work
- ...Chase in Maryland is seeking an Associate Relationship Banker to greet clients in the branch, provide friendly service, and identify financial needs. You will use Chase Mobile App and online tools to connect clients with solutions, building lasting relationships. You will...Afternoon shift
- F.N.B. Corporation in Towson, Maryland is seeking a Senior Relationship Banker to execute traditional consumer banking asks, manage branch leads, and process customer transactions while building lasting relationships. You will promote bank products, meet sales goals, input...
- First National Bank in Towson, MD is seeking a Senior Relationship Banker to execute traditional consumer banking tasks, manage branch leads, and convert transactions into qualified sales or referrals. You will follow bank policies, uphold core values, and support customers...
- ...full-time Client Service Associate to deliver exceptional service in-person and on the phone. You will grow relationships, offer financial solutions, and collaborate with partners to drive branch performance. The role requires a high school diploma, 2+ years of client...Full time
- ...is partnering with a lower-middle-market private equity firm to identify a Senior Associate, Finance & Analytics to strengthen its financial diligence, reporting, and analytical capabilities across its portfolio. This is not a traditional back-office finance or...Work at office3 days per week
Chesapeake Search Partners
Baltimore, MD2 days ago $20.43 - $32.31 per hour
...and customers. Overview This is a full-time career opportunity (approximately 40 hours per week) based out of our Baltimore, MD financial center at 5715 Eastern Avenue. Must be available to be scheduled around branch operation hours (no Sundays). The Relationship Banker...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
