Financial Advisor

Posted: 22-Jul-26 | Location: Timonium, Maryland | Type: Full Time | Hybrid/Remote is allowed.

About the role

We are seeking an experienced Financial Advisor to join our collaborative wealth management team. In this role, the advisor will meet both in-person and remotely with clients as their financial advisor. They will serve as the primary relationship manager for an assigned group of high-net-worth individuals and multi-generational families. Working within our ensemble practice, the advisor will develop customized financial planning strategies, lead client meetings, and collaborate closely with fellow advisors, paraplanners, client service associates, and our investment management team to deliver exceptional fiduciary advice. Berman McAleer advisors are not measured by production or asset gathering. We work together to provide objective, comprehensive advice that always places our clients' interests first.

Responsibilities

• Serve in a support advisor role as the primary relationship manager for an assigned group of client relationships.
• Develop and maintain comprehensive financial plans tailored to each client's goals, values, and evolving financial circumstances.
• Participate in client review meetings and planning discussions while delivering thoughtful, objective financial guidance.
• Analyze financial information, including tax returns, estate planning documents, retirement plans, investment accounts, insurance coverage, and employee benefits.
• Identify planning opportunities involving retirement, tax efficiency, estate planning, charitable giving, risk management, cash flow, education funding, and wealth transfer and communicate those to clients.
• Collaborate with clients' CPAs, attorneys, and other professional advisors to ensure coordinated advice and execution.

Requirements

• 4-year degree required.
• Minimum of 5 years of experience in financial planning, wealth management, or a related field.
• Strong analytical skills and proficiency in financial planning software.
• Excellent communication and interpersonal skills.
• Commitment to acting as a fiduciary and placing clients' interests first.

About Berman McAleer

Berman McAleer is an independent wealth management firm based in Maryland with offices in New York and Florida. We focus on the total financial well-being of select families that choose to partner with us. We care deeply about the personal and financial success of the clients we serve, and our decision-making reflects those priorities. We limit the number of new clients we accept each year and have taken the unusual step of closing to new clients on several occasions. To keep our interests aligned with those of our clients, our advisors are salaried instead of being incentivized with production or asset-based goals, and we eschew the use of any proprietary products or accounts.

What We Believe

• Our financial professionals act in our clients’ best interest – always – as fiduciaries.
• Clear, transparent, and unbiased information helps lead to the best decisions.
• We focus on multi-generational wealth management for high-net-worth individuals and families.
• Collaboration and teamwork yield the best advice and client experience.

What Success Looks Like At BMc

• Clients receive thoughtful, customized financial advice tailored to their individual goals and circumstances.
• Client relationships continue to deepen through trust, responsiveness, and exceptional service.
• Financial planning recommendations are comprehensive, timely, and well-coordinated with the client's broader advisory team.
• Collaboration across advisors, paraplanners, client service associates, and investment professionals enhances both planning outcomes and the client experience.
• Advisors demonstrate sound judgment, intellectual curiosity, professionalism, and an unwavering commitment to the firm's fiduciary standard.
• Colleagues view you as a trusted team member who contributes positively to Berman McAleer’s collaborative culture.

Pay

$100,000 - $150,000 per year.

Benefits

• 401(k) with employer matching contributions.
• 100% employer-paid health, dental, and vision coverage for employees.
• Group life and disability insurance benefits.
• Paid parental leave and dependent care flexible spending account.
• Minimum of 20 days paid time off (PTO) plus 10 paid holidays.
• Half-day Fridays from Memorial Day through September.
• Gym membership discount.
• Flexible work environment: in-office with remote flexibility when needed, with department approval.