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Financial Foundations, Inc.

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Associate Planner to Associate Advisor Career Track
Financial Foundations, Inc.
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Details

Posted: 28-Sep-21

Location: Mount Airy, Maryland

Type: Full Time

Preferred Education: 4 Year Degree

Salary: 60,000-70,000

Categories:

Wealth Management

Sector:

Wealth Management

Salary Details:

Bonus Pay; 401(k) with Employer Matching & Profit Sharing; Health, Dental & Vision Coverage; Health Savings Account Contributions; Paid Time Off; Paid Holidays; Tuition Reimbursement
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About Financial Foundations, Inc.
Financial Foundations, Inc. is an independent, hybrid, wealth management firm in the Baltimore-Washington Metropolitan area. For over 20 years Financial Foundations, Inc. has provided tailored wealth management services to individuals and businesses. We utilize a disciplined approach and work collaboratively with our clients and other professionals to address any concerns or needs. We provide customized financial planning for budgeting, planning for college, investment management, estate preservation and wealth transfer, succession planning, risk management (life and disability insurance), benefits planning and more. Our mission is to positively impact the lives of our clients, and those they care about, by guiding them through life’s transitions. We act with the utmost integrity and humility while committed to serve our clients and serve them well. We strive to make Financial Foundations, Inc. a pleasant place to work and view our team like our “work family”. Our work family is very important to us, as well as their physical and mental wellbeing. As a result, we provide a health focused benefits package and encourage a healthy environment with a team-based approach. This starts... with mutual respect and appreciation, free of blame and accusations, and more of working together to achieve our goal as a team. We want everyone on our team to know and display how important the morale of our workplace is to our success in our goal of serving our clients at our highest level, as happy team members make happy clients!
Connections working at Financial Foundations, Inc.
https://fpajobboard.org/jobs/15484829/associate-planner-to-associate-advisor-career-track
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