Associate Advisor

MOHR Talent; North Bethesda (MD); Vor Ort; USD 85.000 - 100.000; Vollzeit

Benefits dieser Stelle

Base salary plus bonus

High client exposure

Growth opportunity within the firm

Direct collaboration with senior advisors

Zusammenfassung

A well-established private wealth firm is seeking an Associate Advisor in North Bethesda, MD. The role involves managing client relationships, delivering financial plans, and conducting investment analysis. Candidates should have over 4 years of wealth management experience and strong financial knowledge, with Series 7 & 66 licenses preferred. This role offers a competitive salary plus bonus, high client exposure, and growth opportunities. If you're client-focused and ready for more advisory responsibilities, this could be your next step.

Qualifikationen

• 4+ years of experience in wealth management.
• Strong financial planning and investment knowledge.
• Series 7 & 66 preferred.
• CFP preferred or willingness to pursue.
• Confident communicator with strong client-facing skills.

Aufgaben

• Prepare and update comprehensive financial plans.
• Conduct investment analysis and develop portfolio recommendations.
• Support asset allocation strategy and portfolio rebalancing.
• Participate in client meetings and present planning insights.
• Manage follow-ups, client requests, and service deliverables.

Kenntnisse

Financial planning

Investment analysis

Client-facing communication

Portfolio management

Organizational skills

Jobbeschreibung

Associate Advisor

North Bethesda, MD

$85,000-100,000 salary + Bonus

About the Opportunity

I’m partnering with a well-established private wealth firm seeking a Associate Advisor to support and manage existing client relationships alongside senior leadership. This is a client-facing advisory role for someone who understands financial planning, portfolio management, and investments — and wants to grow within a high-touch wealth environment. You’ll help prepare and deliver financial plans, analyze investments, rebalance portfolios, and actively participate in client meetings. The focus is straightforward: deliver exceptional service, retain clients, and help expand relationships.

What You’ll Be Doing

• Prepare and update comprehensive financial plans
• Conduct investment analysis and develop portfolio recommendations
• Support asset allocation strategy and portfolio rebalancing
• Participate in client meetings and present planning insights
• Manage follow-ups, client requests, and service deliverables
• Assist with new client onboarding and asset transfers
• Identify opportunities to strengthen relationships and generate referrals

What They’re Looking For

• 4+ years of experience in wealth management
• Strong financial planning and investment knowledge
• Series 7 & 66 preferred
• CFP preferred (or willingness to pursue)
• Confident communicator with strong client-facing skills
• Organized, detail-oriented, and proactive

Why It’s Worth Exploring

• Base salary +bonus
• High client exposure and strategic involvement
• Growth opportunity within a stable, client-focused firm
• Direct collaboration with senior advisors
• If you’re licensed, client-focused, and ready to take on more advisory responsibility, this could be a strong next step.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]