The Financial Planning Associate is expected to service existing client relationships under the supervision of a Lead Advisor. The responsibilities of this position include the following: Prepares and updates financial plans, analyses, and custom worksheets for client meetings. Works with the Lead Advisor to discuss, review and finalize financial planning assumptions. Works with the client to obtain necessary information to carry out financial planning. Assists operations team in transfer of client assets to the firm during new client onboarding, Develops asset allocation strategies and works with the investment team. Qualifications Has earned an undergraduate degree. Preferred (but not required) focus in a related discipline such as Accounting, Finance or Economics Holds appropriate advisory licenses as required by the SEC and state agencies (Preferred but not required). This position reports on-site in Frederick, Maryland. Submit resume to

Contact: 154 N Market St Side A