Wealth Planning Associate — Client-Focused Advisor

MOHR Talent; Columbia (MD); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Incentive bonus

Equal opportunity employer

Job summary

A private wealth firm in Columbia, Maryland is seeking a Junior Wealth Advisor to support client relationships and financial planning. The role requires a Bachelor's degree and a minimum of 4 years of experience in financial services or wealth management. Responsibilities include preparing financial plans, analyzing investments, and participating in client meetings. The ideal candidate will excel in client communication and support business growth initiatives. This position offers competitive compensation with a base salary plus an incentive bonus.

Qualifications

• Minimum 4 years of experience in financial services or wealth management.
• Strong client relationship management skills.
• Experience in preparing financial plans.

Responsibilities

• Prepare and update financial plans using client information.
• Assist clients in completing risk profiles.
• Participate in client meetings and present financial planning information.
• Identify opportunities to expand services with existing clients.

Skills

Client relationship management

Financial planning

Investment analysis

Communication skills

Education

Bachelor's degree

Job description

A private wealth firm in Columbia, Maryland is seeking a Junior Wealth Advisor to support client relationships and financial planning. The role requires a Bachelor's degree and a minimum of 4 years of experience in financial services or wealth management. Responsibilities include preparing financial plans, analyzing investments, and participating in client meetings. The ideal candidate will excel in client communication and support business growth initiatives. This position offers competitive compensation with a base salary plus an incentive bonus.