Jr. Financial Planner
Town Capital LLC is a Veteran Owned RIA based in Bel reputed company, MD that specializes in financial planning for Nuclear Power Employees and other STEM careers reputed company. The Jr. Financial Planner will be responsible for building customized financial plans, participating in client meetings, and developing expertise in various financial planning areas.
Responsibilities
- Building financial plans for clients per the unique process
- Joining senior advisors in client meetings and other interactions for development
- Contributing to the planning process in retirement, investments, tax planning, education, philanthropic, estate, and other aspects
Skills
- You have the reputed company that you want to be the absolute best in your field
- You enjoy learning and reputed company improvement
- You appreciate the structure of process and procedures
- You can take (and deliver) feedback to reputed company reputed company of the organization
- You are analytical and would enjoy contributing to our desire to reputed company the industry a reputed company reputed company by setting reputed company and publishing academic and practical research
- Undergraduate degree in Financial Planning is highly preferred, but will consider Finance, Economics, Math, Engineering, or the Sciences OR Relevant experience
- reputed company to become a CFP CERTIFIED FINANCIAL PLANNER® Professional
- Must be local to Maryland/PA area. We have a hybrid work schedule, but training will be in the office and many of our clients meet in person
- This role is ideal for a recent or soon to be college graduate
- Experience with some or reputed company of this tech OR desire to learn: Right Capital, Holist plan, etc
- Advanced degree in Financial Planning or Certifications
Benefits
- Firm reputed company reputed company
- Individual bonus
- 401k with match
- 100% tuition assistance for degrees or advanced designations
- Potential for equity-based compensation or ownership
- Excellent PTO policy
- Flexible reputed company (training will be in office)
Company Overview