Nifty Advisor Support Financial Advisor Silver Spring, MD · Full time Company website

Seeking a dedicated on-site Financial Advisor who possesses a passion for service and thrives on nurturing client relationships.

Description

This job opportunity is being managed by Nifty Advisor Support on behalf of Buttonwood Financial Advisors. All applications and inquiries will be handled through Nifty Advisor Support. Direct emails and messages will not be responded to. This role is located on-site in Baltimore, Maryland.


Buttonwood Financial Advisors (BFA) is a reputable fee-only financial advisory firm conveniently located off I-895 and a short drive to Canton. Driven by our commitment to excellence, we specialize in tailored financial planning and investment management services to individuals and families.


BFA is seeking a dedicated Financial Advisor who possesses a passion for service and thrives on nurturing client relationships. In this pivotal role, you will provide invaluable service and expertise alongside advisors with decades of experience. We embrace a fair and principled career trajectory that honors dedication to personal and professional advancement. We are excited to welcome a new team member to be a part of our journey at Buttonwood Financial Advisors.


Why Work at BFA?

  • Fostered by a collaborative and uplifting work environment
  • Modern and dedicated personal office space with easy, free parking
  • Convenient Highlandtown location surrounded by vibrant brewpubs, entertainment venues, and dining options


Key Responsibilities:

Client Servicing (60%)

  • Interact with BFA clients for their client servicing and financial planning needs
  • Master the designated client servicing tasks within Fidelity and Schwab
  • Manage client notes, activities, and workflows in Redtail
  • Collaborate with lead advisors by contributing to client meetings, capturing detailed notes, and executing on follow-up actions


Financial Planning (30%)

  • Gather, organize, and analyze planning data
  • Identify and explore planning opportunities within each client engagement
  • Conduct asset allocation and rollover analyses
  • Develop models and conduct stress tests within eMoney
  • Develop holistic financial plans and present at peer review
  • Compile presentations and/or client holding reports for client meetings
  • Analyze tax returns using Holistiplan to identify opportunities


Business Development (10%)

  • Deliver top-level client experiences and ask for referrals
  • Listen, relate, and uncover client/prospect’s needs
  • Craft and deliver custom recommendations based on each client’s unique needs


Minimum 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
  • Advanced degrees like MBA or CFA advantageous


Benefits of Being a BFA Team Member:

  • Monthly healthcare stipend for covering medical, dental, and vision benefits
  • Short-term and long-term disability coverage
  • Traditional 401(k) with a generous employer match of 5% of compensation, fully vested
  • Employer-sponsored professional development and continuing education
  • Employer-sponsored annual professional membership
  • Paid time off for both vacation and personal needs
  • Paid holidays on all New York Stock Exchange holidays
  • Parental leave up to 12 weeks with full pay, and the flexibility on how to use it
  • Competitive compensation ranging from $90,000 to $120,000+, aligned with experience, skills, and education


Salary

$90,000 - $120,000 per year