Lenox Advisors ยท 1 week ago
Financial Advisor - Baltimore
Hunt Valley, MD
Full-time
Hybrid
Mid Level
$75K/yr - $120K/yrLenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. As a Financial Advisor, you will work directly with clients to help them navigate their financial futures and develop new client opportunities across various wealth management areas.
BankingConsultingCrowdfundingFinancial ServicesInsurance
Responsibilities
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Qualification
Required
Experience as a Financial Advisor or in a similar role
Ability to establish networks and cultivate referrals
Proven ability to develop and maintain long-term relationships with clients
Strong relationship-building skills with a client-first approach
Proven networking and marketing skills
Independent, self-motivated, and goal-oriented work ethic
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