Junior Wealth Advisor

MOHR Talent; Columbia (MD); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Incentive bonus

Equal opportunity employer

Job summary

A private wealth firm in Columbia, Maryland is seeking a Junior Wealth Advisor to support client relationships and financial planning. The role requires a Bachelor's degree and a minimum of 4 years of experience in financial services or wealth management. Responsibilities include preparing financial plans, analyzing investments, and participating in client meetings. The ideal candidate will excel in client communication and support business growth initiatives. This position offers competitive compensation with a base salary plus an incentive bonus.

Qualifications

• Minimum 4 years of experience in financial services or wealth management.
• Strong client relationship management skills.
• Experience in preparing financial plans.

Responsibilities

• Prepare and update financial plans using client information.
• Assist clients in completing risk profiles.
• Participate in client meetings and present financial planning information.
• Identify opportunities to expand services with existing clients.

Skills

Client relationship management

Financial planning

Investment analysis

Communication skills

Education

Bachelor's degree

Job description

Private Wealth Firm

Compensation: Base Salary + 15% Incentive Bonus

• Prepare and update financial plans using client information and financial planning software.
• Work with senior advisors to review planning assumptions and investment strategies.
• Assist clients in completing risk profiles and investment policy statements.
• Analyze investment opportunities and help develop asset allocation strategies.
• Help rebalance client portfolios when needed.
• Support the transfer of assets for new clients during the onboarding process.
• Provide recommendations on financial products that align with each client’s financial plan.

Junior Wealth Advisor

Private Wealth Firm

Compensation: Base Salary + 15% Incentive Bonus

Overview

We are seeking a Service Advisor to support and manage relationships with existing clients at a growing private wealth firm. In this role, you will work closely with senior advisors to help prepare financial plans, analyze investments, and provide recommendations that support clients’ financial goals.

This position is ideal for someone who enjoys working directly with clients, delivering financial advice, and contributing to long-term client relationships.

Key Responsibilities

Financial Planning & Investment Support

• Prepare and update financial plans using client information and financial planning software.
• Work with senior advisors to review planning assumptions and investment strategies.
• Assist clients in completing risk profiles and investment policy statements.
• Analyze investment opportunities and help develop asset allocation strategies.
• Help rebalance client portfolios when needed.
• Support the transfer of assets for new clients during the onboarding process.
• Provide recommendations on financial products that align with each client’s financial plan.

Client Service

• Participate in client meetings and help present financial planning information.
• Take meeting notes, send summaries, and follow up on action items.
• Respond to client questions and requests in a professional and timely manner.
• Build strong relationships with clients by maintaining consistent communication.
• Provide a high level of service to help retain and grow client relationships.

Team Collaboration

• Work closely with advisors, paraplanners, and operations teams to ensure smooth client service.
• Help implement financial planning strategies and coordinate tasks within the team.
• Support team members and provide guidance when needed.

Business Growth

• Identify opportunities to expand services with existing clients.
• Help generate referrals and new client opportunities.

What Success Looks Like

• Strong client relationships and high client retention
• Accurate and timely financial plans and client deliverables
• Active participation in client meetings and planning strategies
• Contribution to new client referrals and business growth

Qualifications

Education

• Bachelor’s degree required

Experience

• Minimum 4 years of experience in financial services or wealth management

Licenses

• Series 7 and Series 66 required

Certifications

• CFP (Certified Financial Planner) preferred, or willingness to pursue certification

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]