Wealth Management Associate — Client Services

Network Firms; Bethesda (MD); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k)

Job summary

XML Financial Group is seeking an Associate Wealth Manager to work with senior advisors and client service teams to deliver high-quality service and support the day-to-day management of an established book of business. This role emphasizes client servicing, relationship support, and coordination across custodians, with growth opportunities as leadership develops.

The position requires 3 days per week in the Bethesda, MD office, with a focus on servicing high-net-worth clients and maintaining

Qualifications

• Bachelor's degree required, preferably in Finance, Business, Economics, Accounting, or a related field.
• 2+ years of experience in wealth management, financial services, or a related client service/advisory environment.
• Series 7 and Series 66 licenses required.
• Strong understanding of wealth management, investment products, and financial markets.
• Experience working with multiple custodians and complex client accounts preferred.
• Excellent verbal and written communication skills with the ability to build strong client relationships.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• Self-starter with the ability to work independently while also collaborating effectively with a broader team.
• Strong judgment, professionalism, and discretion when working with client information.
• Proficiency with Microsoft Office, including Excel, Word, and Outlook.
• Ability to learn and effectively utilize wealth management, CRM, portfolio management, and custodial technology platforms.
• Demonstrated interest in building a long-term career in wealth management and continuing professional development.

Responsibilities

• Servicing an established book of wealth management clients and serving as a trusted point of contact for day-to-day client needs.
• Supporting senior Wealth Managers with ongoing client relationship management and investment-related activities.
• Responding to client inquiries and requests in a timely, professional, and proactive manner.
• Coordinating with Client Service Associates to ensure client requests and account needs are handled efficiently.
• Supporting account opening, maintenance, transfers, money movement, and other client service activities across multiple custodians.
• Preparing for and supporting client meetings, including gathering information, preparing materials, and coordinating follow-up.
• Assisting Wealth Managers with portfolio reviews, client reporting, and other investment-related activities.
• Monitoring client accounts and helping identify opportunities or issues requiring advisor attention.
• Maintaining accurate and up-to-date client information and documentation.
• Building strong relationships with clients while maintaining a high level of discretion and professionalism.
• Collaborating with internal teams to provide a seamless client experience.
• Managing multiple priorities and client requests while maintaining accuracy and attention to detail.
• Developing a deep understanding of clients' financial needs, goals, and overall wealth management strategies.
• Taking increasing ownership of client relationships and responsibilities as knowledge and experience grow.
• Supporting additional wealth management and client service initiatives as needed.

Skills

Series 7 & 66 licenses

Wealth management knowledge

CRM systems

Portfolio management

Microsoft Office

Education

Bachelor's degree in Finance/Business/Economics/Accounting

Tools

Multiple custodians experience

Job description

XML Financial Group is seeking an Associate Wealth Manager to work with senior advisors and client service teams to deliver high-quality service and support the day-to-day management of an established book of business. This role emphasizes client servicing, relationship support, and coordination across custodians, with growth opportunities as leadership develops.

The position requires 3 days per week in the Bethesda, MD office, with a focus on servicing high-net-worth clients and maintaining