We are a fee-only Registered Investment Advisor (RIA) dedicated to delivering fiduciary advice, personalized planning, and independent investment management. While our foundation is built on fee-only planning, we also offer solutions to support commission-based accounts and insurance services for comprehensive client care. Our firm is collaborative, growth-focused, and committed to long-term, trust-based client relationships.
We are looking for an experienced and growth-minded Financial Planner / Wealth Advisor to join our Columbia, MD office. This role involves taking over and servicing a portion of our existing client base, while also bringing over your own clients for continued service under our firm. The right candidate is passionate about building deep client relationships, thrives in a high-integrity team environment, and is seeking long-term partnership potential.
Client Service & Relationship Management
Financial Planning & Investment Advisory
Compliance & Licensing
Equal Opportunity Employer:
We are proud to be an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
Work Environment:
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Are you an ambitious and dedicated Financial Planner / Wealth Advisor looking for your next big opportunity? Join our dynamic team as we strive to deliver fiduciary advice and personalized planning at our fee-only Registered Investment Advisor (RIA) firm. Located in Columbia, MD, we are on a mission to help our clients achieve their financial dreams while fostering long-term, trust-based relationships. In this role, you will manage a portfolio of existing clients, providing regular planning and guidance, while also bringing your own clientele into the fold. Our collaborative and growth-focused environment is perfect for someone who thrives in a team setting and is eager to deepen client relationships through education and proactive communication. You'll enjoy benefits like free daily lunches, health insurance coverage, and opportunities for equity or long-term partnership. If you have a passion for finance, fantastic interpersonal skills, and want to join a supportive team that values integrity, we would love to hear from you! Our firm prides itself on maintaining high compliance standards, so having or actively pursuing your CFP® designation is a strong plus. With a flexible hybrid work schedule and a culture that prioritizes professional development, the Financial Planner / Wealth Advisor role at our firm isn't just a job – it’s a chance to thrive in your career. Come grow with us!
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