Financial Advisor

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Job description

The SC&H Wealth Managment Practice is experiencing growth and is searching for a motivated, team-oriented Financial Advisor. This is an excellent opportunity to be a part of a dynamic, growing team and to be a part of a reputable and successful organization. As a Financial Advisor with SC&H Financial Advisory, you will identify new prospects, develop and maintain long standing client relationships by providing strategic investment advisory services, retirement planning, family wealth planning, estate planning and tax planning. In this role you will also cultivate relationships with SC&H employees in other service lines to generate additional opportunities.

The qualified candidate should posses the following:

• Minimum of 3 years Financial Advisory or Financial Planning experience
• Bachelors degree in Business, Finance, Accounting or related field preferrable
• Series 63, 7, 66 or 65
• Exceptional communication and interpersonal skills
• Strong time management and organizational skills

Having achieved a world-class Net Promoter Score, we pride ourselves on providing a first-class experience to our clients and employees. We are searching for a professional who can uphold these standards while helping lead the growth strategy of our Wealth Management Practice.

SC&H Group is a nationally recognized management consulting, audit, and tax firm that serves clients ranging from rapidly growing startups to globally recognized Fortune 500 companies. With more than 350 employees, , with a growing national presence, a client base including some of the largest brands in the world, and a client approval rating nearly five-times the industry average. The firm's strategic practices provide the leading-edge thinking and advice that transform our clients' businesses and help them outpace the competition. We embrace the future and help clients prepare, innovate, and evolve their businesses in this complex and highly competitive world.

SC&H is committed to being a leader through our techniques and tools and by recruiting/retaining the highest quality professionals. Our performance is evidenced by our industry awards and acknowledgements. We have been named consistently one of Inc.'s Best Workplaces, on Accounting Today's Top 100 Firms list, Inside Public Accounting's Top 100 Firms, Best of the Best Firms, and Fastest Growing Firms, and more. For over 30 years, SC&H Group has demonstrated its commitment to delivering powerful minds, passionate teams, and proven results on each and every engagement. Learn more at .

In 1991, on a napkin in a Baltimore restaurant, our founders developed the pillars for a firm that prioritizes people, fosters meaningful relationships, and supports your business, individual, and family objectives. Today, SC&H Group offers an innovative, entrepreneurial approach to management consulting and accounting that puts your goals at the forefront. With every engagement, we deliver powerful minds, passionate teams, and proven results. take the first step in joining our firm by applying online at

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.

If you need a reasonable accommodation for any part of the employment process, please contact Mike Parise at and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.

For more information about our commitment to equal employment opportunity, please click here:

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