Senior Wealth Advisor — Growth & Planning Leader

Marks Wealth, LLC; Ellicott City (MD); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

On-site gym

Paid time off

Relocation assistance

Job summary

Marks Wealth, LLC is seeking a Financial Advisor to join our Forbes-ranked team in Ellicott City, MD. This full-time, on-site role focuses on personalized financial planning, investment management, and retirement planning, while proactively acquiring new clients and growing assets under management.

You will work with our advisory team to deliver exceptional service and participate in growth through performance-based bonuses within a fiduciary, client-focused practice.

Qualifications

• Strong sales, communication, and relationship-building skills.
• Ability to acquire new clients and foster long-term relationships.
• Self-motivated with results-driven mindset to bring in assets.
• Interest in financial planning, investment management, and retirement planning.
• Licensing credentials preferred; willingness to obtain required licenses.

Responsibilities

• Provide personalized financial planning, investment management, and retirement planning.
• Develop new client relationships through proactive outreach and sales.
• Grow the firm’s assets under management through advisory services.
• Collaborate with the advisory team to deliver high-level client service.
• Contribute to firm growth with bonus-eligible performance.

Skills

Sales excellence

Relationship building

New business development

Client communication

Team collaboration

Education

Series 65 license

CFP certification

Willingness to obtain licenses

Job description

Marks Wealth, LLC is seeking a Financial Advisor to join our Forbes-ranked team in Ellicott City, MD. This full-time, on-site role focuses on personalized financial planning, investment management, and retirement planning, while proactively acquiring new clients and growing assets under management.

You will work with our advisory team to deliver exceptional service and participate in growth through performance-based bonuses within a fiduciary, client-focused practice.