Staff Financial Planner

Towson Financial Services Firm, Nazelrod & Associates, is seeking a full time Staff Financial Planner to work in a team setting with established Certified Financial Planners© to manage an existing book of clients and to grow the practice.

Nazelrod & Associates is a seven person firm located in Towson, MD, comprised of individuals who hold the licenses/designations of Certified Financial Planner©, Certified Public Accountant, Attorney at Law, Securities/Investment Broker, Insurance Agent, as well as support staff. We provide comprehensive Financial Planning to clients. We are excited about the growth of our business and are looking for a true partner to help us service and foster this growth. If you can be a contributing team member, focused on helping individuals and small businesses to best pursue their financial goals, we believe this job can be personally fulfilling and financially rewarding.

Job description:

The full time position involves working with clients in the fields of financial planning, investment management, tax planning and return preparation, and insurance management.

Specific duties include:

    • communicating with clients to gather information and present recommendations
    • managing portfolio management software data entry and output reporting to clients
    • research and analysis of client accounts and economic/market conditions
    • processing new investment and insurance account applications
    • processing existing account transactions
    • assisting in the preparation of tax returns
    • assisting in practice management functions such as billing and communications.

Candidate must have a 4 year college degree, preferably majoring in Economics, Accounting, Finance, or other related Business major, and should be prepared to pursue, or have already attained the Series 7 & 63 securities broker licenses, and life/health insurance licenses. Additionally, candidate should be interested in pursuing a Certified Financial Planner© designation and/or a Certified Public Accountant license.

    • Salary is negotiable and commensurate with experience and qualifications
    • Potential for profit sharing and salary increases with firm growth
    • Paid Time Off
    • Health Insurance
    • Retirement Plan
    • Free Parking

Please forward your resume and questions to