Senior Financial Advisor

American Accounting Association; Lutherville (MD); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Equity ownership path

Competitive base salary

Performance bonus

Comprehensive benefits

Paraplanner support

Safe Harbor 401(k)

Job summary

NPA WorldWide is seeking a Senior Financial Advisor in Lutherville, MD to manage a high-net-worth client book and provide comprehensive financial planning. You will advise on investments, taxes, insurance, retirement, and estate planning, collaborating with a paraplanner and operations team.

You'll drive growth through networking, partnerships, and community involvement while maintaining fiduciary standards and regulatory compliance. Hybrid work model with strong long-term earning potential.

Qualifications

• 5–8 years of wealth management and financial planning experience.
• Licenses: Series 7 and Series 65 or Series 66; CFP certification preferred.
• Baltimore-area book of business desirable but not required.

Responsibilities

• Manage an existing book of high-net-worth clients and optimize portfolios.
• Provide holistic financial planning across investments, tax strategy, insurance, retirement and estates.
• Execute financial plans using planning software and CRM in collaboration with paraplanner and operations.
• Grow the practice through networking, partnerships, and community involvement.
• Maintain fiduciary responsibility and regulatory compliance.

Skills

Excel

CRM systems

Client relationships

Education

Series 7 license

Series 65 license or Series 66

CFP certification

Life and Health Insurance license

Tools

eMoney

Zocks

Albridge

Redtail

AI tools

Job description

Employer NPA WorldWide Location Lutherville Timonium, Maryland Salary Competitive Closing date Sep 26, 2026

Focus Area Budgeting & Resource Allocation, Corporate / International Finance, Taxation Role Type Advisor Role Level Senior Certifications CISA – Certified Information System Auditor Work Mode Hybrid Employment Type Full Time Organization Type Corporate

Senior Financial Advisor

Lutherville, MD

Industry: Wealth Management / Financial Advisory

Compensation

Base salary: $90,000$150,000, commensurate with experience; target total compensation of $150,000 to $250,000+ in year one

Key Responsibilities Of The Senior Financial Advisor

• Manage an existing book of high-net-worth clients with investable assets ranging from $150K to $500K+, serving clients under AUM or fee-based advisory relationships.
• Provide holistic financial planning across investments, tax strategy, insurance optimization, retirement, and estate planning.
• Execute financial plans using the firm's planning software and CRM in collaboration with the paraplanner and operations team.
• Actively manage and optimize client portfolios while providing insurance planning solutions as client needs and market conditions evolve.
• Close qualified inbound leads generated through the firm's marketing and content strategy.
• Drive practice growth by building meaningful relationships through personal networking, community involvement, and strategic professional partnerships.
• Contribute to brand development and market presence through networking and community visibility.
• Support specialization in planning areas such as divorce or estate planning based on your interests and firm needs.
• Participate in team development, including mentoring the assigned paraplanner and operations professional.
• Maintain the highest standards of fiduciary responsibility, ethics, and regulatory compliance.

Qualifications of the Senior Financial Advisor

• 5 to 8 years of relevant experience in wealth management, financial planning, investment advisory, or a related field.
• Series 7 and Series 65 or Series 66 licenses required; Life and Health Insurance licensure is a plus.
• CFP certification or active pursuit toward certification, with completion preferred within the first two years.
• Existing book of business or an established network in the Baltimore area is desirable but not required.
• Proficiency in Excel and CRM systems required; specific experience with eMoney, Zocks, Albridge, or Redtail is a plus, as is familiarity with and passion for AI tools and how they can improve workflows and the client experience
• Strong written and verbal communication skills with the ability to explain complex financial strategies in clear, client-friendly language.
• Skilled at fostering trusted client relationships through thoughtful discussions about financial goals, values, and life priorities, with a holistic approach to wealth management
• Collaborative, coachable, and passionate about continuous learning while creating long-term value for clients, the firm, and the team. Brings positive energy and genuine enthusiasm for helping others succeed.
• Entrepreneurial mindset with a passion for helping build and grow a successful practice.

Why Is This a Great Opportunity

What Our Client Offers:

• Exceptional long-term growth opportunity with a thriving, collaborative firm that is genuinely invested in your success. A path to minority equity ownership is available based on performance, contributions, and cultural fit.
• Competitive base salary commensurate with experience and credentials, with target total compensation of $150,000 to $250,000+ in the first year and significant long-term earning potential.
• Performance-based bonus tied to personal AUM growth and firm performance.
• Comprehensive benefits, including health, life, and disability insurance.
• Each advisor has a paraplanner and operations professional assigned to their practice, giving you more time to focus on client relationships and strategy
• Safe Harbor 401(k) with employer contribution.
• Professional development support, including CFP education, continuing education, licensing, and ongoing training.
• Dedicated support from a paraplanner/operations professional, allowing you to focus on serving clients and growing your practice.
• Mentorship, peer collaboration, and ongoing learning opportunities with experienced advisors.