Wealth Manager Associate: Client Services & Growth

Focus Financial Partners; Bethesda (MD); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

XML Financial Group, part of Focus Financial Partners, seeks an Associate Wealth Manager to work with senior advisors and the client service team. You will support day-to-day management of an established book of business and help deliver high-quality client service.

The role emphasizes servicing client relationships, coordinating with custodians, and ensuring a seamless, high-touch experience for clients. Bethesda, MD, office with a hybrid schedule.

Qualifications

• Bachelor's degree required, preferably in Finance, Business, Economics, Accounting, or a related field
• 2+ years in wealth management or client service/advisory environment
• Licenses Series 7 and Series 66 required
• Experience with custodians and complex client accounts preferred
• Strong communication and organizational skills

Responsibilities

• Servicing an established book of wealth management clients and acting as a trusted contact for day-to-day needs
• Supporting senior Wealth Managers with relationship management and investment activities
• Coordinating with Client Service Associates to handle client requests efficiently
• Assisting with account opening, maintenance, transfers, and money movement across custodians
• Preparing for and supporting client meetings, including materials and follow-up
• Participating in portfolio reviews and client reporting
• Maintaining accurate client information and documentation
• Building strong client relationships with discretion and professionalism

Skills

Strong communication

Client relationship

Multi-custodian experience

Attention to detail

Microsoft Office

Education

Bachelor's degree in Finance or related field

Tools

CRM systems

Portfolio management software

Job description

XML Financial Group, part of Focus Financial Partners, seeks an Associate Wealth Manager to work with senior advisors and the client service team. You will support day-to-day management of an established book of business and help deliver high-quality client service.

The role emphasizes servicing client relationships, coordinating with custodians, and ensuring a seamless, high-touch experience for clients. Bethesda, MD, office with a hybrid schedule.