Senior Wealth Advisor — Scale Beyond Transactions

Lenox Advisors; Cockeysville (MD); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Proven support model

Access to advanced planning strategies

Compensation designed for revenue growth

Job summary

Lenox Advisors in Cockeysville, Maryland is looking for a Financial Advisor to transition from traditional sales to comprehensive financial planning. This role allows you to leverage internal resources and deepen client relationships, while focusing on revenue-generating activities and benefiting from operational support.

Candidates should have at least 3 years of experience, relevant licenses, and a Bachelor's Degree. The company's infrastructure promotes advisor growth and eliminates complexity, making it an ideal workplace for ambitious financial professionals.

Qualifications

• Minimum 3 years of experience as a Financial Advisor, Wealth Advisor, or Financial Planner.
• Licenses required: Maryland Life, Health & Accident, Series 7, and Series 65 or 66.
• Demonstrated ability to build and maintain long‑term client relationships.

Responsibilities

• Transition from transactional sales to holistic, high-impact financial planning.
• Leverage specialists to support complex cases.
• Build new business through referrals and partnerships.

Skills

Client relationship building

Financial planning

Investment knowledge

Insurance knowledge

Collaboration

Education

Bachelor’s Degree

Tools

Maryland Life, Health & Accident License

Series 7 License

Series 65 or 66 License

Job description

Lenox Advisors in Cockeysville, Maryland is looking for a Financial Advisor to transition from traditional sales to comprehensive financial planning. This role allows you to leverage internal resources and deepen client relationships, while focusing on revenue-generating activities and benefiting from operational support.

Candidates should have at least 3 years of experience, relevant licenses, and a Bachelor's Degree. The company's infrastructure promotes advisor growth and eliminates complexity, making it an ideal workplace for ambitious financial professionals.