08/28/2026
Hiring in Lutherville, MD (On-site/Potential Hybrid): Senior Financial Advisor for an independent wealth management firm celebrating 20 years of fiduciary-first financial planning, with a defined path toward minority equity ownership for strong performers. The Senior Financial Advisor will manage an existing book of clients ($150K–$500K+ investable assets), delivering comprehensive financial planning across investments, tax, insurance, retirement, and estate planning, while closing inbound leads and growing the practice through networking, supported by a dedicated paraplanner and operations professional. Requires 5–8 years of relevant wealth management/financial planning experience, Series 7 and Series 65 or 66 licenses are required, and CFP® certification or active pursuit strongly preferred. Strong Excel and CRM skills are required, with experience using eMoney, Zocks, Albridge, or Redtail a plus. Compensation includes a base salary of $90,000–$150,000, commensurate with experience, plus performance-based bonuses, with target total compensation of $150,000–$250,000+ in year one. A portable book of business is a plus but not required. Tremendous opportunity for professional and financial growth with a thriving, growing firm that offers a collaborative culture, strong leadership, an established client base, and a defined path toward minority equity ownership for high-performing advisors.
For consideration, please email your resume and compensation requirements to: [email protected].
