Junior Private Wealth Planner – Growth Path & Training

Greenspring; Towson (MD); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) with employer match

Paid Time Off + Volunteer PTO

Sabbatical after 7 years

Disability Insurance

Life Insurance

Employee Assistance Program

Professional development stipend

Matching Charitable Gifts

Job summary

Greenspring is seeking an entry-level Private Wealth Financial Planner to support its Private Client Group. You will spend time in meetings observing, handling workloads with client service and planning specialists, and learning to communicate financial planning principles to clients.

This role supports high service standards and positive client experiences in a collaborative environment. Onboarding includes training, with potential after 90 days to work from home for a set number of days per

Qualifications

• 1–2 years of business experience in financial services and/or financial planning.
• Bachelor’s degree required; Degree in Financial Planning, Finance, Economics, Accounting, or related field preferred.

Responsibilities

• Attend initial prospective client meetings and assist onboarding new clients.
• Assist in client service and operational tasks.
• Collaborate with the Financial Planning team to determine strategies based on risk tolerance and goals.
• Learn to assess clients’ assets, liabilities, cash flow, insurance, tax status, and financial objectives.
• Prepare, present, and advise in client meetings (once licensed) and delegate follow-up tasks to the appropriate department.

Skills

Client relationship skills

Communication

Team collaboration

Proactive/entrepreneurial mindset

Microsoft Office

Adaptability

Education

Bachelor's degree

Financial Planning/Finance/Economics background

Tools

Salesforce

Tamarac

MoneyGuidePro

Morningstar

Job description

Greenspring is seeking an entry-level Private Wealth Financial Planner to support its Private Client Group. You will spend time in meetings observing, handling workloads with client service and planning specialists, and learning to communicate financial planning principles to clients.

This role supports high service standards and positive client experiences in a collaborative environment. Onboarding includes training, with potential after 90 days to work from home for a set number of days per