Wealth Advisor Associate: High-Touch Client Growth Role

MOHR Talent; North Bethesda (MD); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Base salary plus bonus

High client exposure

Growth opportunity within the firm

Direct collaboration with senior advisors

Job summary

A well-established private wealth firm is seeking an Associate Advisor in North Bethesda, MD. The role involves managing client relationships, delivering financial plans, and conducting investment analysis. Candidates should have over 4 years of wealth management experience and strong financial knowledge, with Series 7 & 66 licenses preferred. This role offers a competitive salary plus bonus, high client exposure, and growth opportunities. If you're client-focused and ready for more advisory responsibilities, this could be your next step.

Qualifications

• 4+ years of experience in wealth management.
• Strong financial planning and investment knowledge.
• Series 7 & 66 preferred.
• CFP preferred or willingness to pursue.
• Confident communicator with strong client-facing skills.

Responsibilities

• Prepare and update comprehensive financial plans.
• Conduct investment analysis and develop portfolio recommendations.
• Support asset allocation strategy and portfolio rebalancing.
• Participate in client meetings and present planning insights.
• Manage follow-ups, client requests, and service deliverables.

Skills

Financial planning

Investment analysis

Client-facing communication

Portfolio management

Organizational skills

Job description

A well-established private wealth firm is seeking an Associate Advisor in North Bethesda, MD. The role involves managing client relationships, delivering financial plans, and conducting investment analysis. Candidates should have over 4 years of wealth management experience and strong financial knowledge, with Series 7 & 66 licenses preferred. This role offers a competitive salary plus bonus, high client exposure, and growth opportunities. If you're client-focused and ready for more advisory responsibilities, this could be your next step.