About this role
Senior Advisory Associate at HB Wealth. Location: Towson, Maryland, United States. Role: Provide analysis, Attend meetings, Maintain data Requirements: Bachelor’s degree; 2-4 years industry experience; 1 year client relationships; proficient with Microsoft Office; experience with financial planning, CRM, and portfolio reporting software; progress toward a professional designation; ability to obtain Series 65 within 6 months. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM, Financial Planning Software, Portfolio Reporting Software Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English