Financial Advisor (Page 2 of 2) in pdf

Job Requirements

Industry/Business

Minimum 1-2 years experience working in financial service industry

Experience

Bachelor’s degree required

Education

Certified Financial Planner or currently working towards this designation

Licenses

FINRA Series 65 desired

Focus on client needs and customer service

Detail oriented

Strong organizational skills with a proven ability to multi-task and manage multiple

projects

A team player with good interpersonal skills and the ability to work collaboratively

Skills & Knowledge

across departments

Excellent oral and written communication and presentation skills

Demonstrated analytical skills, problem-solving abilities, and attention to detail

Ability to excel in a fast-paced, changing environment

Excellent interpersonal skills and ability to be highly relational with clients and staff

A self-starter who is assertive, independent, and a global thinker

Company Profile

Greenspring Wealth Management is a fee-only financial planning and private money management firm

located in Towson, Maryland. Our Private Client Group primarily works with individuals and families with a

net worth of $2 million and above who engage us to provide Financial Planning and comprehensive Wealth

Management Services. Our Institutional Services Group provides Independent Fiduciary Services to

retirement plan trustees who generally oversee plan assets between $5 million and $100 million.

Greenspring is consistently ranked as one of the country’s leading independent advisory firms. We look to

hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability

to work interdependently with others. We offer a competitive compensation package including:

Health and Dental Insurance



Disability Insurance

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401(k) Plan with Safe Harbor Match and discretionary profit sharing contributions

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Health Savings accounts

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Paid Leave & Vacation Allowance

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Please submit your resume to

Financial Advisor Page 2