Job Description

Job description Job Title: Private Wealth Associate Location: Hunt Valley, MD About our firm: We are a fast-growing wealth management firm with offices in Severna Park and Hunt Valley, Maryland. As a Registered Investment Advisory firm, we always put our clients’ best interest first, providing them with sound investment management as well as retirement, educational, and financial planning. Responsibilities: The successful candidate will provide excellent client service, support for advisors, and office management duties. Proactively identify and complete tasks that will help advisors attract and onboard new clients. Schedule appointments with clients and prospects and prepare advisors for the meetings. Greet guests and respond to client inquiries. Prepare correspondence. Maintain accurate and complete paper and electronic files. Maintain data and run reports. Provide excellent customer service. Walk new clients, step-by-step, through the onboarding process. Assist clients with account maintenance and money movement. Anticipate client needs and offer assistance. Manage administrative tasks and projects as assigned. Skills, qualities, and experience: We are looking to add an intelligent individual to our team who possesses excellent communication skills, is detail-oriented, takes ownership of their work, enjoys customer service, and thrives in a fast-paced environment. The ideal candidate will be proficient in Microsoft Office/Excel and PowerPoint.   Required: At least 3 years’ relevant experience. Preferred, but not required: Associate degree, Bachelor’s degree and/or series licenses 7, 63, 65, or 66. Experience with Orion investment software, CRM databases and investment software is a plus. Please note that background checks will be conducted on final candidates, including a credit check. We offer : Our employees enjoy competitive salaries, intellectually stimulating work, work/life balance, a tight-knit team, and growth potential. Benefits include paid holidays, vacation time, health insurance, life insurance, disability insurance, 401K, and employer matching.   The salary range for this position is $60,000 - $75,000 depending on experience and skill level. 

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