Associate Wealth Manager

About the role

Since joining Focus Financial Partners in 2016, XML Financial Group has grown client assets from $500M to nearly $4B today, with offices in multiple states and over 50+ team members. We are seeking an Associate Wealth Manager to join our team in Bethesda, MD, working 3 days per week.

Responsibilities

• Servicing an established book of wealth management clients and serving as a trusted point of contact for day-to-day client needs
• Supporting senior Wealth Managers with ongoing client relationship management and investment-related activities
• Responding to client inquiries and requests in a timely, professional, and proactive manner
• Collaborating with Client Service Associates to ensure client requests and account needs are handled efficiently
• Preparing for and supporting client meetings, including gathering information, preparing materials, and coordinating follow-up
• Assisting Wealth Managers with portfolio reviews, client reporting, and other investment-related activities
• Maintaining accurate and up-to-date client information and documentation
• Building strong relationships with clients while maintaining a high level of discretion and professionalism
• Managing multiple priorities and client requests while maintaining a high level of accuracy and attention to detail
• Taking increasing ownership of client relationships and responsibilities as knowledge and experience grow
• Supporting additional wealth management and client service initiatives as needed

Qualifications

• 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
• Experience supporting financial advisors, Wealth Managers, or high-net-worth clients strongly preferred
• Series 7 and Series 66 licenses required
• Strong understanding of wealth management, investment products, and financial markets
• Experience working with multiple custodians and complex client accounts preferred
• Excellent verbal and written communication skills with the ability to build strong client relationships
• Strong organizational skills and attention to detail
• Able to manage multiple priorities and work effectively in a fast-paced environment
• Self-starter with the ability to work independently while also collaborating effectively with a broader team
• Strong judgment, professionalism, and discretion when working with client information
• Proficiency with Microsoft Office, including Excel, Word, and Outlook
• Ability to learn and effectively utilize wealth management, CRM, portfolio management, and custodial technology platforms
• Demonstrated interest in building a long-term career in wealth management and continuing professional development

Preferred Qualifications

• CFP® certification or progress toward the CFP® designation
• Experience at a large wealth management or financial services organization, particularly in an advisor support or service advisor capacity
• 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
• Strong desire to transition from a service-focused role into broader Wealth Manager responsibilities over time

Pay

The annualized base pay range for this role is expected to be between $75,000-$90,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set.

Schedule

This position requires employees to work 3 days per week in the Bethesda, MD office, with a preference for candidates located within approximately a 5-7 mile radius due to traffic and commute considerations.