A growing investment management firm located in Baltimore, MD is looking to add a financial planner/wealth advisor to the team to aid in financial planning, asset allocation and meeting with our large existing client base. The ideal candidate will have a solid understanding of the buy side investment approach, asset allocation, portfolio construction, portfolio management, investment research, trading, financial planning, estate planning and taxation.
The opportunity requires an individual who (a) is detail oriented, (b) is resourceful, (c) has a history of displaying sound judgment, (d) seeks intellectual challenges, (e) is highly ethical, and (f) desires to develop long-term relationships with clients built on trust.
Minimum 5+ years’ experience in financial services industry preferred and CFP designation preferred. Excellent written, oral, and digital communication skills. Experience working with portfolio management software (e.g., Advent APX) and financial planning software (e.g., eMoney) is a plus.
Compensation is a competitive salary based on experience and bonus based on contribution to the firm’s success.
To apply for this opportunity, please send your resume and cover letter to email@example.com
About DF Dent & Company
DF Dent and Company, Inc. has been offering independent investment advice for over 40 years. Since Dan Dent founded the firm in 1976, the team has grown to fourteen investment professionals. Our professionals come from various investment backgrounds with diverse professional experience. DF Dent is 100% employee-owned and committed to remaining independent. DF Dent prides itself on its strong corporate culture. The values, work ethic, and commitment to our clients are shared by all of our employees. Our clients’ success is a result of a true team approach, where each voice is heard and every opinion matters. Every employee is treated with respect and given the tools they need to succeed.