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← Focus Financial Partners

Associate Wealth Manager

Focus Financial Partners
Location
Bethesda, MD
Posted
24 days ago
Department
Wealth Management
Salary
$75,000-$90,000
What they actually want (must-haves)
  • 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
  • Excellent verbal and written communication skills
  • Strong organizational skills and attention to detail
Nice to have
  • CFP® certification or progress toward the CFP® designation
  • Experience at a large wealth management or financial services organization
  • Experience supporting high-net-worth individuals and families
  • Experience working in a multi-custodian wealth management environment
  • Prior experience at firms such as Fidelity, Wells Fargo, or other established wealth management platforms
What the job really is

The Associate Wealth Manager at XML Financial Group will work closely with senior advisors and the client service team to deliver high-quality service to clients. Daily tasks include managing client relationships, responding to inquiries, coordinating with custodians, and assisting with account management and reporting. This role offers significant opportunities for professional growth as the firm develops future leaders.

Benefits
  • Annual cash bonus
  • Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k)
  • Support for further education and/or industry designations
  • Opportunities for personal growth from strong performance
Things to weigh
  • Position requires 3 days per week in the Bethesda, MD office, with a preference for local candidates due to traffic considerations
  • Role heavily focused on client servicing and support rather than direct advisory responsibilities
  • Base pay range is provided, but actual salary may vary based on multiple factors
  • Job title may change based on the selected candidate's experience and education
Job score3.8/5
Benefits2/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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