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Marcum Wealth is seeking a highly motivated, detail oriented, and experienced Financial Planner to join our team, reporting to the Director of Financial Planning. The Financial Planner will work closely with our Lead Advisors in a team-based setting and will be instrumental in the continued growth of Marcum Wealth. The Financial Planner is expected to directly impact the business by designing customized personal financial solutions for new and existing clients. Job Responsibilities: Own and drive the financial planning process, which includes designing, analyzing, and presenting customized plans tailored to each client’s facts and circumstances. Identify issues and planning opportunities for review and discussion with clients and clients’ advisor
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