Wealth Management Associate

Maximus Partners, LLC; King of Prussia (PA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Collaborative advisory team

Career growth within a growing wealth‑

Exposure to sophisticated clients

Job summary

Maximus Partners, LLC is seeking a Wealth Management Associate to support advisors and deliver an exceptional client experience. This role combines client service, account administration, and investment operations for high-net-worth individuals and families.

You will serve as a primary contact for client requests, process openings and transfers, and coordinate with custodians and internal teams to ensure timely completion of client requests.

Qualifications

• 2+ years of experience in wealth management, investment advisory, private banking, or financial services.
• Strong understanding of investment accounts and client service processes.
• Experience working with High Net Worth clients.
• Preferred Series 65 and CFP

Responsibilities

• Serve as a primary point of contact for client requests.
• Process account openings, transfers, money movements, and account maintenance.
• Prepare meeting materials and assist with follow-up activities.
• Coordinate with custodians and internal teams to ensure timely completion of client requests.
• Maintain CRM records and support reporting and operational functions.
• Build strong client relationships through proactive service and communication.

Education

Bachelor's Degree in Business, Accounting, Finance or similar

Job description

A growing independent wealth management firm is seeking a Wealth Management Associate to support advisors and deliver an exceptional client experience. This role combines client service, account administration, and investment operations for high-net-worth individuals and families.

Responsibilities

• Serve as a primary point of contact for client requests.
• Process account openings, transfers, money movements, and account maintenance.
• Prepare meeting materials and assist with follow-up activities.
• Coordinate with custodians and internal teams to ensure timely completion of client requests.
• Maintain CRM records and support reporting and operational functions.
• Build strong client relationships through proactive service and communication.

Qualifications

• 2+ years of experience in wealth management, investment advisory, private banking, or financial services.
• Bachelors Degree in Business, Accounting, Finance or similar
• Strong understanding of investment accounts and client service processes.
• Experience working with High Net Worth clients.
• Preferred Series 65 and CFP

Why Join?

• Meaningful client interaction
• Collaborative advisory team
• Career growth within a growing wealth management platform
• Exposure to sophisticated clients and complex financial planning needs