Right Executive Search, LLC ยท 14 hours ago
Associate Financial Advisor (Wealth Management)
Germantown, MD
Full-time
Onsite
Senior Level
$85K/yr - $100K/yr
5+ years expRight Executive Search, LLC is representing a highly respected financial planning firm that has been successful for over 40 years. They are seeking an Associate Financial Advisor who is passionate about holistic planning and client service excellence, offering mentorship and professional development in a collaborative environment.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Elisa Sheftic, MBA
Responsibilities
Meet with clients both alongside Lead Advisor and independently to review financial plans and investment strategies
Support Lead Financial Advisor and her existing clients with analysis, client service, and technical assistance
Attend client meetings and capture detailed notes for CRM entry
Analyze client data and prepare reports and presentations
Enter client data into financial planning software and prepare draft plans
Analyze asset allocation and generate rebalancing trades
Conduct research on investment products, investment managers, carriers, services, and associated pricing to support informed decision-making
Review and analyze insurance quotes
Assist with performance reporting
Generate and retrieve reports from portfolio management systems
Manage communications and workflows with broker-dealers and custodians
Coach and mentor junior staff as needed
Participate in client prospect outreach and business development initiatives
Qualification
Required
Bachelor's degree in finance, accounting, or related field
Minimum of 5 years of experience in the wealth management/financial advisory industry, with at least 3 years of holistic financial planning experience
FINRA Series 7 and 66 with a clean SEC and FINRA record
Life and Health license, or ability to obtain within a defined timeframe after hire
Advanced proficiency in Excel and Microsoft Office
Ability to quickly master financial planning software, analytical tools, and custodian platforms
Strong client communication and relationship-building skills with a hands-on, team-oriented mindset and a willingness to roll up sleeves as needed
Entrepreneurial mindset with a team-first approach
Positive, collaborative, proactive, and professional demeanor with strong emotional intelligence (EQ)
Commitment to continuous learning and delivering meaningful impact for clients
Interest in long-term career growth as a Financial Advisor and adherence to industry best practices
Comfort with referral development and Centers of Influence engagement as needed
Preferred
CFPยฎ designation preferred, currently in progress, or strong interest in pursuing certification
Previous experience with the Kestra platform, Redtail CRM, eMoney, and Holistiplan is a plus
Benefits
Medical benefits
401(k) match
Professional development support
Generous PTO supporting healthy work-life balance
Company
Right Executive Search, LLC
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๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ซ๐ฏ๐ข๐๐ ๐๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ ๐๐๐๐ซ๐ฎ๐ข๐ญ๐ข๐ง๐ ๐๐ฉ๐๐๐ข๐๐ฅ๐ข๐ฌ๐ญ๐ฌ* RES is a woman-owned, boutique executive search firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Reeves
Partner
Elisa Sheftic, MBA
President and Managing Partner
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