Financial Planner

Our client, a wealth management firm in Hunt Valley, MD, is currently seeking a Financial Planner to join their team. The Financial Planner will work with advisors to deliver comprehensive financial plans. Comprehensive financial plans include income, tax, estate and retirement planning for high net worth individuals.ResponsibilitiesSupport wealth advisors, including preparing for upcoming meetings and post meeting follow-upCommunicate with clientsAssist in preparing client presentationsWork with outside client advisorsHelp develop financial planning improvementsMentor junior plannersQualificationsCertified Financial Planner (CFP) is required5+ years of experience with a registered investment advisorCPA, JD or CPWA is a plusFamiliar with family office models