Wealth Planning Associate – Client Services & Growth

Marks Wealth, LLC; Ellicott City (MD); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

On-site gym

Paid time off

Relocation assistance

Job summary

Marks Wealth, LLC, based in Ellicott City, MD, seeks a Client Associate to support advisors by preparing meeting materials, maintaining client records, and assisting with account setup and transfers. You will handle inquiries by phone, email, and in person, ensuring a professional, timely client experience.

This full-time, on-site role offers growth opportunities, including an ownership track for senior producers and firm-wide bonuses.

Qualifications

• Strong client-facing and service-oriented abilities.
• High attention to detail and organizational skills.
• Proficiency with office tools and comfort learning financial planning software.
• Ability to work collaboratively, maintain confidentiality, and demonstrate professionalism.
• Interest in pursuing CFP or other licenses is a plus.

Responsibilities

• Prepare client meeting materials and maintain accurate client records.
• Assist with account setup, transfers, and ongoing service requests.
• Respond to client inquiries and schedule meetings across phone, email, and in person.
• Support basic financial data entry and coordination with custodians and internal teams.
• Contribute to improving client service processes and assist with light business development.

Skills

Client services

Attention to detail

Office productivity

Team collaboration

Industry certifications (CFP)

Education

CFP certification preferred

Tools

CRM software

Microsoft Office

Job description

Marks Wealth, LLC, based in Ellicott City, MD, seeks a Client Associate to support advisors by preparing meeting materials, maintaining client records, and assisting with account setup and transfers. You will handle inquiries by phone, email, and in person, ensuring a professional, timely client experience.

This full-time, on-site role offers growth opportunities, including an ownership track for senior producers and firm-wide bonuses.