• Share this Job

Wealth Management Portfolio Advisor - Baltimore

Location : Baltimore, MD
Job Type : Direct
Hours : Full Time
Required Years of Experience : 5+
Required Education : Bachelor's Degree Required
Travel : No
Relocation : No

Job Description :

Our client is a well-rounded financial services firm with a national reach. They are currently seeking an experienced Financial Planner to join their team as a Wealth Management Portfolio Advisor in Baltimore.

 

Qualified candidates must have a minimum of 5+ years' in a financial advisory setting with strong planning and financial modeling experience. Experience handling investment advice, trust and estate planning is required. CFP designation and bachelor's degree required.

Required Qualifications :
 
Powered by AkkenCloud
www.hireveritas.com