Junior Wealth Advisor: Path to Lead Client Partner

TalentLink Solutions; Annapolis (MD); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Annual profit sharing

Paid time off

Collaborative work environment

Job summary

A boutique financial advisory firm in Annapolis seeks a Junior Financial Advisor to support its advisory team. This role involves client interaction, financial planning, and detailed documentation support. Candidates should have a Bachelor’s degree in finance or a related field, and 1-3 years of experience in wealth management. Offering $70K-$85K compensation, a collaborative work environment, and opportunities for growth. Ideal for motivated individuals interested in financial services.

Qualifications

• 1-3 years of experience in the wealth management industry supporting Financial Advisors.
• Series 65 or 66 and Series 7 or 6 required.
• Life, Health, and Long-Term Care insurance license highly preferred.

Responsibilities

• Support advisory team with documentation and presentation materials.
• Attend and participate in meetings with clients.
• Communicate regularly with clients, building strong relationships.

Skills

Client relationship management

Data analysis

Financial planning knowledge

Communication skills

Problem-solving

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office Suite

eMoney

MoneyGuidePro

Redtail

Job description

A boutique financial advisory firm in Annapolis seeks a Junior Financial Advisor to support its advisory team. This role involves client interaction, financial planning, and detailed documentation support. Candidates should have a Bachelor’s degree in finance or a related field, and 1-3 years of experience in wealth management. Offering $70K-$85K compensation, a collaborative work environment, and opportunities for growth. Ideal for motivated individuals interested in financial services.