Investment & Retirement Specialist Details

Investment & Retirement Specialist

Okun Financial Group - Towson, MD

Employment Type : Full-Time

Wealth Planner and Retirement Specialist
This is an opportunity to grow with a thriving practice of an existing advisor; advisory and BD by a Fortune 500, Lincoln Fin’l Advisors and Sagemark Consulting.

This wealth professional will handle many aspects of onboarding of wealth clients, design of financial plans, and investment research for our portfolios. Direct interaction with client on many days.

Additionally this person will help run over 20 retirement plans with approx. 1000 participants.

We have five current professionals in our office plus in Towson, MD an immediate back office of 7 support Specialists and Management Consultants.

Job Types: Full-time, Contract

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
Only vaccinated applicants please apply; we only allow vaccinated clients to come to the office.

Ability to commute/relocate:

• Towson, MD 21204: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Financial planning, Retirment planning: 5 years (Preferred)

License/Certification:

• Series 7 (Required)
• Series 66 (Preferred)

Work Location:

• One location

Work Remotely:

• No

Work Location: One location