Maryland Licensed Financial Planner
A company is looking for a Financial Planner.
Key ResponsibilitiesDevelop personalized and comprehensive goal-based Financial Plans for advisors to deliver to clients
Provide advice on retirement planning, investment planning, budgeting, and Social Security claiming strategies
Support advisors with training and coaching on investment and financial planning topicsRequired QualificationsBachelor's degree or equivalent combination of education and relevant experience
5+ years of relevant work experience
Current and active CFP designation
FINRA Series 7 and 65 licenses