Financial Advisor

Marks Wealth, LLC; Ellicott City (MD); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

On-site gym

Paid time off

Relocation assistance

Job summary

Marks Wealth, LLC is seeking a Financial Advisor to join our Forbes-ranked team in Ellicott City, MD. This full-time, on-site role focuses on personalized financial planning, investment management, and retirement planning, while proactively acquiring new clients and growing assets under management.

You will work with our advisory team to deliver exceptional service and participate in growth through performance-based bonuses within a fiduciary, client-focused practice.

Qualifications

• Strong sales, communication, and relationship-building skills.
• Ability to acquire new clients and foster long-term relationships.
• Self-motivated with results-driven mindset to bring in assets.
• Interest in financial planning, investment management, and retirement planning.
• Licensing credentials preferred; willingness to obtain required licenses.

Responsibilities

• Provide personalized financial planning, investment management, and retirement planning.
• Develop new client relationships through proactive outreach and sales.
• Grow the firm’s assets under management through advisory services.
• Collaborate with the advisory team to deliver high-level client service.
• Contribute to firm growth with bonus-eligible performance.

Skills

Sales excellence

Relationship building

New business development

Client communication

Team collaboration

Education

Series 65 license

CFP certification

Willingness to obtain licenses

Job description

Marks Wealth, LLC provides individualized financial planning services to individuals and businesses, both locally and remotely, to help clients meet their short-term and long-term financial goals. The firm’s Forbes nationally ranked team offers comprehensive wealth management, portfolio and asset management, and legacy planning. Core services include retirement planning, investment and risk management, tax-efficient strategies, estate and legacy planning, and behavioral finance coaching. In a complex global market environment, Marks Wealth, LLC is committed to actively monitoring clients’ financial futures so they can focus on the moments that matter most.

Role Description

The Financial Advisor role is a full-time, on-site position based in Ellicott City, MD. This role focuses on fostering and maintaining long-term client relationships by providing personalized financial planning, investment management, and retirement planning services. The Financial Advisor will also be responsible for developing new relationships through proactive outreach and sales efforts, acquiring new clients, and growing the firm’s assets under management. The position involves collaborating with the firm’s advisory team to deliver a high level of client service and contribute to the continued growth of Marks Wealth. Firm growth-associated bonuses are included with this role.

Qualifications

• Strong sales, communication, and relationship-building skills.
• Ability to acquire new clients, develop trust, and foster long-term professional relationships.
• Self-motivated and results-oriented, with an interest in bringing new assets under management to the firm.
• Interest in financial planning, investment management, and retirement planning.
• Series 65 license, CFP certification, or other relevant industry credentials preferred; willingness to obtain required licenses.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
• Ability to work collaboratively with a team, maintain confidentiality, and demonstrate sound judgment and professionalism.
• 401(k)
• 401(k) matching
• Health insurance
• On-site gym
• Paid time off
• Relocation assistance

How We Work as a Team

A five-person team backed by institutional-grade research, active portfolio management, and a planning framework built for high-net-worth households.

Every team member works alongside the firm’s founder, portfolio manager, and principal planner. Career development here is built into the daily work, not reserved for annual reviews.

Meaningful Equity in Your Career

We invest in credentialed professionals and offer a trajectory that rewards those who help grow the practice, including an ownership track for senior producers.

A Client Base That Expects Excellence

Our clients are high-net-worth individuals and families who expect active stewardship of their wealth. The standard is high, and the work reflects it.

Featured In

We’re honored to be recognized by Forbes for the work we do on behalf of our clients.

What We Stand For at Marks Wealth Management

Our clients’ best interests always come first.

We are a client-focused, independent, fiduciary wealth management firm, which means that every recommendation we make is driven by your goals and what is in your best interest.

Your Interests First

As fiduciaries, every decision we make is guided by what serves you and your family best.

Long-Term Partnership

We focus on building relationships designed to last. We aim to be involved in your life as it evolves and your financial needs change.

Thoughtful, Informed Decisions

We ensure that every recommendation reflects both your priorities and current market conditions by combining structured planning and active market insight.

Direct, Personal Access

You work directly with a team that knows your situation and is always available to answer questions or give advice.