Financial Planner
Quadstate Manpower
Our client, a well-established local wealth management firm, is seeking a motivated and personable Certified Financial Planner to join their growing team. With over 50 years of experience in investment and retirement planning, this firm is passionate about helping clients plan for a secure financial future. In this role, you’ll support and service existing client relationships while working closely with a Lead Advisor. Highly qualified candidates will bring: A Bachelor’s degree in Finance or a related field of study 1+ year of relevant experience along with FINRA Series 7, Series 63, Series 65 or Series 66 CFP certification preferred (or ability to obtain within 6 months) Detail-oriented, organized, and client-focused Ability to work onsite in Frederick What’s Offered: $70,000K–$120,000 starting salary plus bonuses Generous PTO and paid holidays Health, dental, and vision insurance 401(k) with company match Clear growth path and long-term career potential If you’re passionate about helping others and want to grow with a respected local firm, apply today! #J-18808-Ljbffr
Vacancy posted 19 hours ago
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