Jr. Financial Planner

Town Capital LLC is a Veteran Owned RIA based in Bel Air, MD that specializes in financial planning for Nuclear Power Employees and other STEM careers nationwide. The Jr. Financial Planner will be responsible for building customized financial plans, participating in client meetings, and developing expertise in various financial planning areas.

Responsibilities

• Building financial plans for clients per the unique process
• Joining senior advisors in client meetings and other interactions for development
• Contributing to the planning process in retirement, investments, tax planning, education, philanthropic, estate, and other aspects

Skills

• You have the mindset that you want to be the absolute best in your field
• You enjoy learning and continuous improvement
• You appreciate the structure of process and procedures
• You can take (and deliver) feedback to all levels of the organization
• You are analytical and would enjoy contributing to our desire to make the industry a better place by setting the standard and publishing academic and practical research
• Undergraduate degree in Financial Planning is highly preferred, but will consider Finance, Economics, Math, Engineering, or the Sciences OR Relevant experience
• Aspire to become a CFP CERTIFIED FINANCIAL PLANNER® Professional
• Must be local to Maryland/PA area. We have a hybrid work schedule, but training will be in the office and many of our clients meet in person
• This role is ideal for a recent or soon to be college graduate
• Experience with some or all of this tech OR desire to learn: Right Capital, Holist plan, etc
• Advanced degree in Financial Planning or Certifications

Benefits

• Firm revenue share
• Individual bonus
• 401k with match
• 100% tuition assistance for degrees or advanced designations
• Potential for equity-based compensation or ownership
• Excellent PTO policy
• Flexible hybrid schedule (training will be in office)

Company Overview