Account Executive - Towson, MD

Janney • Towson, MD

1d • Onsite

About The Position

The RCR Wealth Advisors team is seeking a passionate individual to join our growing team. Responsible for working alongside a Financial Advisor Team to develop individualized financial plans, assist with providing investment related analysis and advice, as well as executing investment plans to existing and new client relationships. They will need to be comfortable taking a leadership role as our team strives to take our financial planning services to the next level.

Requirements

• Naturally curious to learn.
• Ability to remain organized and detail oriented in a busy work environment
• Ambition
• 5+ years of experience in financial planning/investment management
• Expert knowledge in financial planning topics, concepts, and strategies. For example, tax planning, retirement distribution planning, Medicare, social security, gifting, charitable planning, asset location, asset allocation, tax efficient investing.
• Demonstrate advanced analytical and problem-solving skills
• Strong interest in financial planning and investment management
• Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)
• Series 7, 63 and 65 (or 66) required.

Nice To Haves

• CFP designation preferred but not required.

Responsibilities

• Act as lead resource in complex planning topics such as tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc.
• Participate in client meetings and deliver advice to clients
• Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively.
• Serve as an expert in financial planning topics and trends.
• Stay current on tax law, estate regulations, and capital market trends
• Contribute to monthly financial planning marketing posts related to personal finance and financial planning.
• Provide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the client

Benefits

• health
• dental
• medical coverage
• disability income protection
• life insurance
• PTO/vacation
• holidays
• 401(k)
• Employee Ownership Program
• Paid Parental Leave
• generous Paid Time Off
• referral bonus
• Employee Ownership
• Professional Development Assistance Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed