Junior Wealth Advisor: Path to Lead Client Partner

TalentLink Solutions

Annapolis, MD
3 days ago

$70,000–$85,000 Per Year

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Skills

Customer Relationsunmatched
Documentation Planunmatched
Financeunmatched
Financial Planningunmatched
Financial Servicesunmatched
Support Documentationunmatched
Team Playerunmatched
Wealth Managementunmatched

Description

A boutique financial advisory firm in Annapolis seeks a Junior Financial Advisor to support its advisory team. This role involves client interaction, financial planning, and detailed documentation support. Candidates should have a Bachelor's degree in finance or a related field, and 1-3 years of experience in wealth management. Offering $70K-$85K compensation, a collaborative work environment, and opportunities for growth. Ideal for motivated individuals interested in financial services.#J-18808-Ljbffr