Financial Advisor

Berman McAleer, LLC; Timonium (MD); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

401k matching

Life & disability insurance

Parental leave

PTO + holidays

Half-day Fridays

Job summary

Berman McAleer is seeking an experienced Financial Advisor to join our collaborative wealth-management team in Maryland. The advisor will meet clients in person and remotely, serving as the primary relationship manager for high-net-worth families and multi-generational clients.

You will develop tailored financial plans, lead client meetings, and coordinate with CPAs, attorneys, and our investment team to deliver fiduciary guidance.

Qualifications

• Two or more years of experience providing comprehensive financial planning and wealth management services to high-net-worth individuals and families.
• Demonstrated ability to build trusted, long-term client relationships.

Responsibilities

• Serve as the primary relationship manager for an assigned group of client relationships.
• Develop and maintain comprehensive financial plans tailored to each client's goals, values, and evolving financial circumstances.
• Participate in client review meetings and planning discussions while delivering thoughtful, objective financial guidance.
• Collaborate with CPAs, attorneys, insurance professionals, and other outside advisors to assist with implementation of planning strategies.
• Partner with the investment management team to integrate investment strategies into each client's comprehensive financial plan.

Skills

Client relationship management

Financial planning

Analytical thinking

Communication & presentation

CFP designation preferred

Tools

Salesforce

Moneytree

eMoney

Holistiplan

Vanilla

Addepar

Job description

Work Environment: Full-time, In-office with some ability to work remotely, subject to approval

Salary Range: $100,000 - $150,000

About Berman McAleer

Berman McAleer is an independent wealth management firm based in Maryland with offices in New York and Florida. We focus on the total financial well-being of select families that choose to partner with us.

We care deeply about the personal and financial success of the clients we serve, and our decision-making reflects those priorities. We limit the number of new clients we accept each year and have taken the unusual step of closing to new clients on several occasions. To keep our interests aligned with those of our clients, our advisors are salaried instead of being incentivized with production or asset-based goals, and we eschew the use of any proprietary products or accounts.

What We Believe

• Our financial professionals act in our clients’ best interest – always – as fiduciaries.
• Clear, transparent, and unbiased information helps lead to the best decisions.
• We focus on multi-generational wealth management for high-net-worth individuals and families.
• Collaboration and teamwork yield the best advice and client experience.

About the Role

We are seeking an experienced Financial Advisor to join our collaborative wealth management team.

In this role, the advisor will meet both in-person and remotely with clients as their financial advisor. They will serve as the primary relationship manager for an assigned group of high-net-worth individuals and multi-generational families. Working within our ensemble practice, the advisor will develop customized financial planning strategies, lead client meetings, and collaborate closely with fellow advisors, paraplanners, client service associates, and our investment management team to deliver exceptional fiduciary advice.

Berman McAleer advisors are not measured by production or asset gathering. We work together to provide objective, comprehensive advice that always places our clients' interests first.

Key Responsibilities

• Serve in a support advisor role as the primary relationship manager for an assigned group of client relationships.
• Develop and maintain comprehensive financial plans tailored to each client's goals, values, and evolving financial circumstances.
• Participate in client review meetings and planning discussions while delivering thoughtful, objective financial guidance.
• Analyze financial information, including tax returns, estate planning documents, retirement plans, investment accounts, insurance coverage, and employee benefits.
• Identify planning opportunities involving retirement, tax efficiency, estate planning, charitable giving, risk management, cash flow, education funding, and wealth transfer and communicate those to clients.
• Collaborate with clients' CPAs, attorneys, insurance professionals, and other outside advisors to assist with implementation of planning strategies.
• Partner with the investment management team to integrate investment strategies into each client's comprehensive financial plan.
• Utilize Salesforce, Moneytree, eMoney, Holistiplan, Vanilla, Addepar, and other firm technology to develop planning analyses and maintain accurate client records.
• Document client meetings, recommendations, and follow-up activities in accordance with firmpolicies.
• Participate in occasional networking and professional events that strengthen client and professional relationships.
• Contribute to Berman McAleer’s collaborative ensemble culture through teamwork, knowledgesharing, and mutual support.

Who You Are

• CFP® designation preferred but not required. Ideal candidates will either hold the CFP® designation, be actively pursuing it, or have completed substantial CFP® coursework and be committed to continuing towards this certification.
• Two or more years of experience providing comprehensive financial planning and wealth management services to high-net-worth individuals and families preferred.
• Demonstrated ability to build trusted, long-term client relationships.
• Strong analytical, organizational, and critical thinking skills.
• Excellent communication and presentation skills.
• Comfortable reviewing tax returns and coordinating planning strategies with clients' CPAs, estate planning attorneys, and other outside professionals.
• Experience utilizing financial planning and CRM software. Knowledge of Moneytree, eMoney, Salesforce, Addepar, Holistiplan, Vanilla or similar platforms is preferred, but not required
• Thrives in a collaborative, team-oriented environment.
• Committed to acting as a fiduciary and always placing clients' interests first.
• Values thoughtful planning, continuous learning, and professional excellence over sales production.

What Success Looks Like at BMc

• Clients receive thoughtful, customized financial advice tailored to their individual goals and circumstances.
• Client relationships continue to deepen through trust, responsiveness, and exceptional service.
• Financial planning recommendations are comprehensive, timely, and well-coordinated with the client's broader advisory team.
• Collaboration across advisors, paraplanners, client service associates, and investment professionals enhances both planning outcomes and the client experience.
• Advisors demonstrate sound judgment, intellectual curiosity, professionalism, and an unwavering commitment to the firm's fiduciary standard.
• Colleagues view you as a trusted team member who contributes positively to Berman McAleer’s collaborative culture.

Why Join Us?

• You want to work with a firm that truly values its clients and employees. Our culture is built on trust, respect, and collaboration.
• You value being part of a team that prioritizes quality over quantity.
• You are seeking a flexible team-oriented work environment. We are in-office but offer remote flexibility when needed, and with department approval.
• You appreciate a robust benefits package, a supportive and professional environment, and a salary commensurate with your experience, including:

401(k) with Employer Matching Contributions

Group Life & Disability Insurance Benefits

Paid Parental Leave & Dependent Care Flexible Spending Account

Minimum of 20 days Paid Time Off (PTO) plus 10 Paid Holidays

Half-Day Fridays, from Memorial Day through September

Investment Advisory Services offered through Berman McAleer, LLC d.b.a Berman McAleer, a Registered Investment Adviser. Berman McAleer LLC does not provide or offer either tax or legal advice.