Junior Financial Advisor: Client Wealth & Planning

Quillion Wealth Management; Baltimore (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

Quillion Wealth Management is recruiting a results-driven Associate Financial Advisor to join our on-site Baltimore team. You will support senior advisors by gathering financial data, preparing proposals, and assisting with portfolio reviews.

You will handle client meetings, respond to inquiries, maintain records, and coordinate with Wells Fargo Advisors Financial Network resources. The role emphasizes compliance, client communication, and relationship building.

Qualifications

• Strong analytical and quantitative skills, including the ability to interpret financial statements, assess investment options, and support portfolio analysis.
• Client service and communication skills, with the ability to explain financial concepts clearly, handle sensitive information professionally, and build trusted relationships.
• Organizational and time-management skills to manage multiple client requests, maintain accurate records, and meet deadlines in a fast-paced environment.
• Proficiency with office productivity tools and financial software platforms; comfort working with spreadsheets, CRM systems, and online research tools.
• Knowledge of investment products, financial planning principles, and basic risk management concepts; prior experience in wealth management or financial services is beneficial.
• Bachelor’s degree in Finance, Economics, Business, or a related field preferred; progress toward relevant professional designations (e.g., CFP®, CFA®) is an advantage.
• Ability to work collaboratively on-site with a small team, adhere to regulatory and compliance requirements, and maintain high ethical standards.

Responsibilities

• Gather and analyze financial data for client needs and proposals.
• Prepare client proposals and assist with portfolio reviews.
• Support day-to-day client meetings and follow-up communications.
• Maintain accurate account documentation and coordinate with Wells Fargo Advisors Financial Network resources.
• Monitor client portfolios and research investment options.
• Support compliance procedures and contribute to client communication materials.

Skills

Analytical skills

Client communication

Time management

Office tools

Investments knowledge

Education

Bachelor's degree in Finance/Economics/Business

CFP/CFA progress (advantage)

Tools

CRM systems

Job description

Quillion Wealth Management is recruiting a results-driven Associate Financial Advisor to join our on-site Baltimore team. You will support senior advisors by gathering financial data, preparing proposals, and assisting with portfolio reviews.

You will handle client meetings, respond to inquiries, maintain records, and coordinate with Wells Fargo Advisors Financial Network resources. The role emphasizes compliance, client communication, and relationship building.