Lenox Advisors · 15 hours ago
Financial Advisor
Hunt Valley, MD
Full-time
Onsite
Mid LevelLenox Advisors specializes in providing custom financial solutions tailored to high-net-worth individuals and corporate clients. The Financial Advisor will assist clients with financial planning, retirement planning, and investment strategies, focusing on personalized financial advice and comprehensive financial plans.
BankingConsultingCrowdfundingFinancial ServicesInsurance
Responsibilities
Providing personalized financial advice
Analyzing financial data
Creating comprehensive financial plans
Helping clients achieve their financial goals
Offering guidance on insurance
Risk management
And asset management
Ensuring clients' overall financial well-being
Qualification
Required
Proficiency in Financial Planning and creating tailored strategies to meet client goals
Knowledge of Finance, including wealth management and financial services
Expertise in Retirement Planning and Investments, with the ability to guide clients in achieving long-term financial security
Strong skills in providing Financial Advisory services and tailored support to a variety of clients
Exceptional communication and interpersonal skills for building trust and relationships with clients
Strong analytical and problem-solving skills to develop and implement effective financial strategies
Bachelor's degree in Finance, Economics, Business, or a related field is required
Preferred
Professional certifications such as CFP, CFA, or equivalent are highly valued
Experience working with high-net-worth individuals and families is a plus
Company
Lenox Advisors
Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.
Founded in 1992
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gregory Large
Founding Member, President, Chief Operating Officer & Treasurer
Colleen Tinch
Senior Vice President, Head of Marketing
Recent News
2025-11-03
2025-06-02
Company data provided by crunchbase