While we are not currently hiring for any positions at our firm, we are always accepting applications! If you are interested in any of these positions, please send us your resume. To submit your resume for any position, please email Sandy@cfsfinancial.com. 

CLIENT SERVICE ASSOCIATE

This role is critical to the client experience and requires someone who can manage multiple priorities, follow through consistently, and maintain accuracy in a highly regulated environment. The right candidate takes ownership of their work, communicates clearly and professionally, and operates with a strong sense of accountability. 

This is not an entry-level administrative role. While this is not a sales position, it does require confidence working directly with clients, strong judgment, and the ability to anticipate needs without constant direction. 

 What Success Looks Like 

• Client requests are handled promptly and accurately (same-day response expected)  

• Advisors are consistently prepared for meetings with complete and accurate materials  

• Account paperwork and processing are completed with minimal errors  

• Client data is consistently up to date and well-documented in CRM systems  

• Competing priorities are managed effectively without dropped tasks or missed follow-ups  

 Key Responsibilities 

• Manage account opening and maintenance with strict adherence to compliance and documentation requirements  

• Prepare for client meetings, including reports, financial planning data, and follow-up tasks  

• Maintain detailed and accurate client records within CRM and planning systems  

• Serve as a primary point of contact for client service requests and issue resolution  

• Coordinate with advisors, broker-dealer, and compliance partners to ensure timely processing  

• Track and execute multiple ongoing client and planning-related projects  

• Handle administrative responsibilities (phones, processing, documentation) with a high level of professionalism and efficiency  

• Ensure all work aligns with firm policies and industry regulations  

 Required Experience & Skills 

• 2+ years of experience in a client-facing or service role required (financial services strongly preferred)  

• Experience working in a detail-sensitive, deadline-driven environment  

• Strong organizational and time management skills with the ability to manage multiple priorities simultaneously  

• High level of accuracy and attention to detail (this is critical to success in the role)  

• Professional written and verbal communication skills  

• Proficiency in Microsoft Office; ability to quickly learn new systems  

• Experience with CRM systems (Redtail preferred)  

 Core Traits We’re Looking For 

• Follows through without reminders  

• Maintains composure under pressure  

• Takes ownership and accountability for outcomes  

• Anticipates needs rather than reacting to them  

• Comfortable working in a structured, process-driven environment  

 This Role Is NOT a Fit If You: 

• Prefer a slower-paced or low-volume work environment  

• Struggle with organization or managing multiple tasks simultaneously  

• Require constant direction or supervision  

• Are uncomfortable working with detailed processes and compliance requirements  

• Do not enjoy client interaction or problem-solving  

 Work Environment & Requirements 

• Full-time, in-office role in Salisbury, MD  

• Must be able to reliably commute or relocate prior to start  

• Regular interaction with clients, advisors, and external partners  

 Benefits 

• 401(k)  

• Health Savings Account  

• Life Insurance  

• Paid Time Off  

• Paid Training  

• Volunteer Time Off  

SERVICING ADVISOR

As a Servicing Advisor / Financial Planner, you'll serve as the primary relationship manager for an established group of Comprehensive Financial Solutions clients while also partnering with Senior Financial Advisors to deliver an exceptional planning experience. This includes preparing for client meetings, assisting with complex planning strategies, and ensuring every client interaction reflects the firm's high standards of service.

Your role is to help individuals and families make informed financial decisions through comprehensive financial planning, investment management, retirement planning, tax-efficient strategies, estate planning coordination, and ongoing wealth management.

Success in this position requires someone who can build long-term relationships, communicate with confidence, think strategically, and deliver an exceptional client experience. While advisors have flexibility in developing their own relationships and planning style, every advisor is expected to uphold the CFS Client Service Model and contribute to a collaborative team environment.

What Success Looks Like

• Clients receive proactive, timely communication and an exceptional planning experience
• Senior Financial Advisors are consistently prepared for client meetings with complete and accurate planning materials
• Existing client relationships continue to deepen, resulting in strong retention and referrals
• Financial plans, investment recommendations, and account reviews are delivered accurately and consistently
• Client records and CRM documentation remain complete, organized, and compliant
• Investment recommendations align with client goals, risk tolerance, and firm philosophy
• Advisors contribute positively to the firm's collaborative culture while following all compliance standards
• Opportunities to strengthen client relationships—including fee-based conversions when appropriate—are identified and executed thoughtfully

Key Responsibilities

• Serve as the primary advisor for an existing book of client relationships
• Support Senior Financial Advisors by preparing for client meetings, gathering financial planning data, developing recommendations, and coordinating follow-up activities
• Conduct ongoing financial planning using a holistic, goals-based approach
• Develop recommendations related to retirement planning, investment management, tax strategies, cash flow, insurance, and estate planning coordination
• Conduct regular portfolio reviews and client meetings
• Prepare financial plans, investment proposals, and client review materials
• Provide investment recommendations and manage client portfolios within firm guidelines
• Execute account trading as appropriate
• Maintain accurate and detailed client records within CRM and planning software
• Respond to inbound planning opportunities and prospective client inquiries
• Collaborate with client service staff, operations, compliance, custodians, and other internal team members to deliver a seamless client experience
• Participate in investment research, due diligence, and Investment Committee meetings
• Utilize client segmentation and service models to deliver consistent client care
• Stay current on regulatory changes, industry trends, and continuing education requirements
• Maintain compliance with all Broker/Dealer, SEC, FINRA, OSJ, and firm policies
• Contribute to the long-term growth and succession planning of the firm through a collaborative, ensemble approach

Required Experience & Skills

• Bachelor's degree (Finance, Accounting, or related field preferred)
• Securities Industry Essentials (SIE) required
• Series 7 and Series 66 licenses (or ability to obtain within 90 days)
• Maryland Life & Health Insurance License (or ability to obtain within 90 days)
• Clean U4 record
• CFP® certification or another professional designation strongly preferred
• Experience providing comprehensive financial planning and investment advice
• Strong understanding of portfolio management, retirement planning, and wealth management strategies
• Excellent interpersonal, presentation, and communication skills
• Strong organizational skills with the ability to manage multiple client relationships and priorities simultaneously
• Experience with CRM and financial planning software preferred

Core Traits We're Looking For

• Builds trust and long-term client relationships
• Leads with integrity and always puts clients first
• Communicates complex financial concepts in a clear, understandable way
• Takes ownership and follows through on commitments
• Collaborative team player who values continuous learning
• Detail-oriented while maintaining a high-level strategic perspective
• Comfortable balancing relationship management with compliance requirements

Work Environment & Requirements

• Full-time, in-office role in Salisbury, MD
• Must be able to reliably commute or relocate prior to start
• Regular interaction with clients, advisors, and external partners

Benefits

• 401(k)
• Health Savings Account
• Life Insurance
• Paid Time Off
• Paid Training
• Volunteer Time Off

INTERNSHIP

The Role

As an Intern at Comprehensive Financial Solutions, you'll gain hands-on experience inside a collaborative wealth management firm. This internship is designed for students or recent graduates interested in financial planning, investments, retirement planning, and wealth management.

Working alongside Financial Advisors, Client Service Associates, and Operations professionals, you'll assist with client preparation, planning projects, and operational tasks that help deliver exceptional client experience. You'll gain exposure to the behind-the-scenes work that goes into developing comprehensive financial plans while learning how a fiduciary advisory firm operates.

This is an excellent opportunity for someone considering a career as a Financial Advisor, Financial Planner, Client Service Associate, or Investment Professional.

Key Responsibilities

• Assist Client Service Associates with client meeting preparation
• Gather and organize financial planning data and supporting documents
• Learn the importance of our CRM and financial planning systems 
• Assist with reporting from our database for operational tasks and client prep
• Maintain confidentiality while handling sensitive client information
• Learn firm processes, compliance standards, and best practices within the financial services industry

Core Traits We're Looking For

• Curious and eager to learn
• Organized and detail-oriented
• Strong written and verbal communication skills
• Professional and dependable
• Positive attitude and willingness to ask questions
• Able to manage multiple tasks and priorities
• Team-oriented with a strong work ethic