Financial Advisor

Description

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Lenox Advisors is a financial services firm dedicated to providing custom financial solutions for high net worth individuals, families, and corporate clients. With a focus on understanding clients' goals and values, our team of highly trained professionals offers services in financial planning, asset management, insurance, risk management, employee benefits, and executive benefits. We aim to help clients achieve a strong financial future through comprehensive and integrated planning.

Role Description

This is a full-time on-site role for a Financial Advisor located in Hunt Valley, MD at Lenox Advisors. The Financial Advisor will be responsible for providing financial planning, asset management, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.

Qualifications

Financial Planning and Retirement Planning skills
Finance and Investments knowledge
Experience in providing financial advisory services
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Series 7, 63, and 65 licenses preferred
Bachelor's degree in Finance, Economics, Business, or related field

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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