Job description

Investment Specialist

Lutherville, Maryland

About us -

Our practice is a busy and growing independent wealth management firm based in Lutherville, MD. We provide sophisticated private wealth management solutions to individuals, business owners and retirement plan sponsors primarily in MD and DC. Services include financial planning, investment management, estate planning, financial independence, and risk management/ insurance planning. We also serve as an advisor and consultant to micro and mid-size retirement plans providing guidance, investment policy statement development & ongoing due diligence, and investment & fee benchmarking.

We are a firm that puts clients’ needs first and this value is at the core of everything we do. The bar we set for ourselves is excellence always and we seek colleagues who share the same values. We need team players who are flexible and we in turn provide a flexible and supportive environment. We are a firm that cares about people, our clients, our employees, and our community.

About you –

• You have a passion for wealth management and investments and want to make a difference
• You have a thirst for learning and are committed to your own professional development
• You are tenacious and enthusiastic about owning responsibilities with a can-do attitude
• You have a wonderful service orientation towards clients and understand they are the priority
• You work independently, but also are an excellent team player
• You value being part of a small firm where your professional growth is what you make of it

Position Overview –

The Investment Specialist is a full-time position reporting to the Lead Wealth Planner and Managing Director. The ideal candidate recognizes the unique opportunity offered here to learn from and grow with a well-established wealth advisory team serving the retiree, high net worth (“HNW”) and affluent markets. This position involves client interaction, requiring a professional demeanor and appearance, and the ability to cultivate relationships and garner trust. This position has daily interaction with the client services team providing practical guidance.

Responsibilities –

• Specialist will be well-versed in eMoney software, providing hands-on assistance to clients with onboarding to the software, via phone or in person
• Ensure that all data in eMoney is accurate, including asset allocation, and new accounts/transitions are incorporated in tandem with Albridge (data aggregation and performance reporting tool)
• Contribute to the development of comprehensive financial plans by interpretation of information from client meetings, financial and other statements. Debrief with Lead Advisor and periodically attend client meetings
• Be the resident expert in planning techniques and assumptions. Update software annually with capital market assumptions; create models in eMoney; review quarterly or as needed
• Assist lead advisor with evaluation of current portfolios, new portfolio construction and proposal development.
• Be the resident expert in portfolio holdings, popular stocks, alternatives, third party offerings; stay abreast of market trends

Key requirements –

• A BA degree is required, preferably in finance, financial planning, accounting, or business; Graduate degree from business school would be a plus
• Strong math, accounting, analytical, research and technical skills are mandatory
• 5 years prior experience in investments/financial Planning, preferably in a similar role
• Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams
• Excellent verbal and written communication skills and strong attention to detail

We offer -

A supportive and professional environment, a salary commensurate with experience, bonus potential, and tremendous opportunity for career growth. Very generous benefit package including competitive base salary plus bonus, health, dental and vision, retirement plan with match, PTO & paid holidays

Equal Opportunity Employer. This financial planner is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Okun Financial Group, Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-4291330-020822

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Required)

Experience:

• Investment: 5 years (Preferred)
• Portfolio management: 5 years (Preferred)
• Customer relationship management: 3 years (Preferred)

License/Certification:

• Finra Series 7 (Required)

Work Location: Hybrid remote in Towson, MD 21204

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