Financial Planner

Financial Planner
Frederick
This is a FT Direct Hire position

Our client, a well-established local wealth management firm, is seeking a motivated and personable Certified Financial Planner to join their growing team. With over 50 years of experience in investment and retirement planning, this firm is passionate about helping clients plan for a secure financial future.
In this role, you’ll support and service existing client relationships while working closely with a Lead Advisor.

Highly qualified candidates will bring:

• A Bachelor’s degree in Finance or a related field of study
• 1+ year of relevant experience in wealth management or related industry
• FINRA licensing, Securities Industry Essentials, Series 7 or Series 65 or Series 66
• CFP certification preferred (or ability to obtain within 6 months)
• Detail-oriented, organized, and client-focused
• Ability to work onsite in Frederick

• $70,000K–$120,000K starting salary
• Generous PTO and paid holidays
• Health, dental, and vision insurance
• 401(k) with company match
• Clear growth path and long-term career potential

If you’re passionate about helping others and want to grow with a respected local firm, apply today!