Lenox Advisors · 1 week ago
Financial Advisor - Baltimore
Hunt, NY
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 secure their financial future while developing new client opportunities across various wealth management areas.
BankingConsultingFinanceProperty & Casualty InsuranceCrowdfundingFinancial 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
A strong relationship-builder who takes a client-first approach
A proven networker and marketer (alt: 'connector of people')
A dedicated worker: independent, self-motivated and goal oriented
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
Colleen Tinch
Senior Vice President, Head of Marketing
Susan Owens
SVP, Financial Planning
Recent News
PR Newswire
2026-03-11
2026-02-12
2025-11-03
Company data provided by crunchbase