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

**What’s Offered:**<...

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