Hybrid Wealth Advisor for High Net Worth Clients

Fulton Bank; Baltimore (MD); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with employer match

Employee Stock Purchase Plan

Paid time off

Job summary

A leading financial institution is seeking a Wealth Advisor in Baltimore to manage high net worth relationships and achieve growth goals. This hybrid position involves coordinating financial solutions, developing external networks, and providing superior client experiences. Candidates should have significant investment sales experience and a Bachelor's degree in a relevant field. Competitive compensation and comprehensive benefits included.

Qualifications

• 5+ years of investment or brokerage sales experience, preferably with affluent clients.
• 7+ years in banking or financial services, especially with credit products.

Responsibilities

• Manage high net worth client relationships and coordinate financial solutions.
• Achieve sales production goals for wealth management services.

Skills

Sales and relationship management

Communication skills

Client relationship management

Education

Bachelor's Degree in Business, Finance, or Economics

Tools

Financial analysis tools

Job description

A leading financial institution is seeking a Wealth Advisor in Baltimore to manage high net worth relationships and achieve growth goals. This hybrid position involves coordinating financial solutions, developing external networks, and providing superior client experiences. Candidates should have significant investment sales experience and a Bachelor's degree in a relevant field. Competitive compensation and comprehensive benefits included.