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.
Provide excellent customer service.
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.
...Are you someone who finds purpose in helping others? Do you want to make a real difference in the lives of senior citizens while forming meaningful connections? &##127775; If so, wed love to meet you! As a Heartfelt Companion & Caregiver , you will be a vital part...
...Career Strategies is hiring a Leasing Consultant for an Apartment Community in the WILMINGTON, NC area. We are seeking an employee with excellent people skills, sales experience, leasing experience, high energy, positive attitude, excellent work ethic, and wants the...
Part-Time Credit Analyst Internship Paid Internship - Year-Round Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI... ...Collaborate with business teams including Corporate Finance, Accounting, Credit Research / Analysis and Operations. Complete a special...
...the Sanford Family who are dedicated to the work of health and healing across our broad... ...Broadway N, Fargo, ND 58102, USA Shift: Weekend Job Schedule: Full time Weekly... ...time off package to maintain a healthy home-work balance. For more information about Total...
...Security Systems Engineer Job description In this role you will need design and draw complex Electronic Security System (ESS)... ...product. This work requires up to 40% travel to domestic and overseas sites. Additional development and responsibilities may include...