Financial Advisor / Analyst in Towson, MD

Greenspring; Towson (MD); In loco; USD 60.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, Dental, and Vision Insurance

401(k) with employer match

Annual professional development stipend

Paid Short-Term and Long-Term Disability Insurance

Descrizione del lavoro

A financial services firm in Maryland is looking for an entry-level Financial Advisor to support their Private Client Group. The role focuses on client onboarding, assisting with operational tasks, and learning to communicate financial planning principles. The ideal candidate should be proactive with strong communication skills, a degree in Finance or related field, and a desire to further develop in the financial sector. Comprehensive benefits and a supportive culture are provided.

Competenze

• 1-2 years of business experience preferred.
• Ability to obtain Series 65 license within the first year.
• A self-starter with a proactive and independent attitude.

Mansioni

• Attend initial prospective client meetings and assist with onboarding.
• Work with Financial Planning team for investment strategy.
• Prepare and advise in client meetings once licensed.

Conoscenze

Client relations

Communication skills

Problem-solving abilities

Microsoft Office proficiency

Financial planning concepts

Team collaboration

Formazione

Bachelor's degree in Financial Planning or related field

Strumenti

Salesforce

Tamarac

MoneyGuidePro

Morningstar

Descrizione del lavoro

Purpose

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 Advisor is an entry-level position that will work within our Private Client Group, supporting their assigned Advisor Team. The individual will spend most of their time attending and observing meetings and completing and/or delegating workload to client service and financial planning specialists, while learning how to communicate financial planning principles to new and existing clients and building relationships.

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.

• Attend initial prospective client meetings and help with onboarding new clients into the firm
• Assist in the execution of client service and operational tasks
• Work directly with the Financial Planning team to determine the best investment strategy for clients based on risk tolerance and goals
• Under the guidance of the Lead Advisors, learn how to assess clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies
• Prepare, present, and advise in client meetings (once licensed), then delegating follow-up tasks to the appropriate department

Specific Measures of Success

• Responsive to requests and resolves open tasks and inquiries
• Proactively eliminates obstacles before they become issues
• Demonstrates efficiency by leveraging firm resources and tools
• High degree of pride in the accuracy and quality of your work product
• Builds new relationships with prospects and centers of influence

Education and Industry/Business Experience

1-2 years of business experience is preferred. Bachelor’s degree required. Degree in Financial Planning, Finance, Economics, Accounting, or related field preferred.

Skills and Knowledge

• Base level of understanding of a variety of financial planning concepts, practices, and procedures
• Highly relational with clients and teammates
• Focused on client needs and customer service at all times
• A self-starter who is entrepreneurial, assertive, proactive, and independent
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication skills
• Demonstrated problem-solving abilities
• Ability to excel in a fast-paced, changing environment
• Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, Tamarac, MoneyGuidePro, and Morningstar is a major plus.

Requirements/Additional Information

• Start base salary range: $60,000-$65,000, with opportunity to earn a discretionary annual bonus of up to 10% of earnings
• The Financial Associate will be expected to obtain their Series 65 license within the first year on the job. Within 2 years in the role, they should work towards obtaining their CERTIFIED FINANCIAL PLANNER™ designation.
• The first 90 days of employment will include an onboarding/training program
• After the first 90 days and with the manager’s approval, the Candidate may be eligible to work from home for a specified number of days per month
• Some periodic travel to client meetings should be expected

Benefits

• Health, Dental, and Vision Insurance Offered
• Health Savings Accounts and Flexible Spending Accounts
• 401(k) Plan with employer match and discretionary profit-sharing contributions
• GREEN Units (phantom equity ownership in the firm after two years)
• Sabbatical after 7 years of service
• Paid Short-Term and Long-Term Disability Insurance
• Paid Group Life Insurance
• Employee Assistance Program
• Free financial planning and investment advice
• Annual professional development stipend for continuing education, courses, conference attendance, etc.
• Matching Charitable Gifts Program
• Stand-up desks, dual computer monitors, and team engagement events

Greenspring is an Equal Opportunity Employer. It is the policy of the Company to provide equal opportunity for all employees and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. This policy also prohibits employees from harassing any other employees for any reason, including, but not limited to, race, religion, sex, national origin, age, or disabled status.