Service Wealth Advisor

H Cap Connect, LLC; Annapolis (MD); On-site; USD 70,000 - 110,000; Full time

Job summary

H Cap Connect, LLC is seeking an experienced Service Advisor to join our wealth management team serving a prestigious client base in the Mid-Atlantic.

This role focuses on deepening client relationships, delivering thoughtful financial planning, and coordinating with internal specialists to provide exceptional service. You may have existing relationships or be ready to build trust with high-net-worth clients, guiding them through retirement planning and investments.

Qualifications

• 5-10+ years in wealth management or financial advisory services.
• Strong relationship management and communication skills.
• Experience conducting client meetings and presenting recommendations.
• Knowledge of retirement planning and investment management.

Responsibilities

• Serve as the primary relationship manager for an established group of clients.
• Conduct client review meetings and financial planning discussions.
• Develop and implement financial planning recommendations.
• Coordinate with internal specialists and support staff to ensure an exceptional client experience.
• Respond to client questions regarding investments, retirement planning, and wealth management strategies.
• Identify opportunities to deepen client relationships and generate referrals.
• Maintain detailed client records and documentation.

Skills

Relationship management

Communication skills

Financial planning

Client meetings

Financial advisory

Tools

FINRA Series 7

FINRA Series 66

Job description

Join a respected advisory firm serving successful professionals, business owners, and retirees throughout the Mid-Atlantic region

We are partnering with a growing wealth management firm seeking an experienced Service Advisor to work with an established client base. This role is ideal for a financial professional who enjoys financial planning, relationship management, and delivering exceptional client service.

Unlike many advisor positions, success in this role is not dependent upon bringing a large book of business. The firm has clients and is looking for an advisor who can deepen relationships, provide advice, and help clients navigate important financial decisions.

If you have an existing book of business, the firm is open to exploring how those relationships could be incorporated into your practice. If you don't, that's perfectly fine too.

What You'll Do

Serve as the primary relationship manager for an established group of clients

Conduct client review meetings and financial planning discussions

Develop and implement financial planning recommendations

Coordinate with internal specialists and support staff to ensure an exceptional client experience

Respond to client questions regarding investments, retirement planning, and wealth management strategies

Identify opportunities to deepen client relationships and generate referrals through outstanding service

Maintain detailed client records and documentation

What We're Looking For

5-10+ years of experience in wealth management, financial planning, private banking, or financial advisory services

Strong relationship management and communication skills

Passion for helping clients achieve their financial goals

Experience conducting client meetings and presenting recommendations

Working knowledge of retirement planning, investment management, and financial planning concepts

Ability to build trust and credibility with high-net-worth clients

Preferred Qualifications

FINRA Series 7 and 66 (or equivalent) is required

Existing client relationships or book of business welcomed but not required

Experience working with affluent or high-net-worth clients

Why This Opportunity Is Different

Many advisory firms expect advisors to spend a significant portion of their time prospecting and gathering assets.

This firm recognizes that some of the best advisors are relationship builders, planners, and trusted guides.

Here, you'll have the opportunity to focus on what you do best: serving clients, delivering advice, and helping families make informed financial decisions.

Interested?

We welcome confidential conversations with experienced financial professionals who are passionate about client service and financial planning.

Whether you're currently an advisor, associate advisor, financial planner, private banker, or wealth management professional, we'd love to hear from you.