Sr. Financial Planner and Investment Advisor
First Financial Federal Credit Union of MarylandHighlight
Summary
About the Role
About You
- Bachelor's degree in accounting, finance, economics, or a quantitative field.
- At least four years of experience advising individual clients on investments, retirement, and tax issues.
- Investment Advisor Representative (Series 65) registration or immediate availability to be registered.
- CPA, EA, CFP, CFA or on-track to complete within six months.
- Experience with common financial planning tools (e.g., RightCapital).
- Life and health insurance producer licensing in Maryland, Pennsylvania, or other states with reciprocity.
Benefits
- Opportunity for a hybrid work schedule after a probationary period.
- Compensation plan based mostly on salary with an opportunity for a team performance bonus.
Founded in 1953, First Financial of Maryland Federal Credit Union proudly serves the employees, students, and parents of the Baltimore, Carroll, Somerset and Worcester County Public School systems, as well as the employees and families of many area businesses, hospitals, private schools, and colleges. Don’t just bank, belong; visit www.firstfinancial.org for details. All posts and comments made on First Financial's social media pages are reviewed and monitored. The credit union maintains the right to remove any abusive, inappropriate or offending content and block the user. For matters needing immediate review, or matters pertaining to accounts or requiring personal information, please contact us at 1-800-903-3328. Please do not use social media to request financial transactions, or report account, card or credit reporting errors. To protect your privacy, please be aware we can not discuss personal and private matters in a public environment (social media). Do not share personal information such as account number, card (debit or credit) number, phone number, email address or any personal information (date of birth, social security number etc.). These inquiries need to be directed to credit union staff so we can appropriately discuss while safeguarding your account and personal information. For our Privacy Policy, please visit: https://www.firstfinancial.org/assets/1660741557-AgreementsandDisclosures.pdf Insured by NCUA. Equal Housing Lender.