Buttonwood Financial Advisors
Personal Financial Advisor
Buttonwood Financial Advisors, Baltimore, Maryland, United States, 21276
Benefits:
Monthly stipend for medical, dental, and vision premiums
Short-term and long-term disability insurance coverage
401(k) with automatic 5% employer contribution
Employer paid professional development and CE
Paid time off for both vacation and personal needs
Paid New York Stock Exchange holidays
Flexible parental leave for 12 weeks in your child’s first year
KEY RESPONSIBILITIES:
Client Service ● Interact with clients to uncover planning and service opportunities ● Interact with Fidelity and Schwab to implement planning strategies ● Document and manage client activities to completion ● Collaborate with other advisors, portfolio managers, and analysts when formulating advice for each unique client need
Financial Planning ● Meet with clients and prospective clients to understand their needs, goals, and concerns ● Gather, organize, and analyze their financial data ● Model and stress test financial projections in eMoney and Holistiplan ● Identify planning opportunities and formulate advice ● Present your observations for peer review and then to clients
Business Development ● Listen, relate, and uncover opportunities or threats to clients’ financial security ● Articulate how Buttonwood addresses those unique situations ● Make yourself available to serve their friends and family members
REQUIREMENTS:
● Bachelor’s degree in finance or related field, or equivalent skills ● Series 65 license or equivalent ● 3+ years of client-facing experience in financial services ● CFP certification, or pursuit of CFP preferred ● CFA, MBA, EA and other advanced credentials a plus
Monthly stipend for medical, dental, and vision premiums
Short-term and long-term disability insurance coverage
401(k) with automatic 5% employer contribution
Employer paid professional development and CE
Paid time off for both vacation and personal needs
Paid New York Stock Exchange holidays
Flexible parental leave for 12 weeks in your child’s first year
KEY RESPONSIBILITIES:
Client Service ● Interact with clients to uncover planning and service opportunities ● Interact with Fidelity and Schwab to implement planning strategies ● Document and manage client activities to completion ● Collaborate with other advisors, portfolio managers, and analysts when formulating advice for each unique client need
Financial Planning ● Meet with clients and prospective clients to understand their needs, goals, and concerns ● Gather, organize, and analyze their financial data ● Model and stress test financial projections in eMoney and Holistiplan ● Identify planning opportunities and formulate advice ● Present your observations for peer review and then to clients
Business Development ● Listen, relate, and uncover opportunities or threats to clients’ financial security ● Articulate how Buttonwood addresses those unique situations ● Make yourself available to serve their friends and family members
REQUIREMENTS:
● Bachelor’s degree in finance or related field, or equivalent skills ● Series 65 license or equivalent ● 3+ years of client-facing experience in financial services ● CFP certification, or pursuit of CFP preferred ● CFA, MBA, EA and other advanced credentials a plus