Associate Wealth Manager

Network Firms•Bethesda, MD

5d•$75,000 - $90,000•Hybrid

About The Position

XML Financial Group, a Focus Financial Partners firm since 2016, has experienced significant growth, increasing client assets from $500M to nearly $4B. With offices in multiple states and over 50 team members, XML is seeking an Associate Wealth Manager to join their team. This role will work closely with senior advisors and the client service team to provide high-quality service, support the day-to-day management of an established book of business, service client relationships, coordinate with multiple custodians, and ensure a seamless, high-touch client experience. The position requires working 3 days per week in the Bethesda, MD office, with a preference for candidates living within a 5-7 mile radius.

Requirements

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
Ability 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

Nice To Haves

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

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
Coordinating with Client Service Associates to ensure client requests and account needs are handled efficiently
Supporting account opening, maintenance, transfers, money movement, and other client service activities across multiple custodians
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
Monitoring client accounts and helping identify opportunities or issues requiring advisor attention
Maintaining accurate and up-to-date client information and documentation
Building strong relationships with clients while maintaining a high level of discretion and professionalism
Collaborating with internal teams to provide a seamless client experience
Managing multiple priorities and client requests while maintaining a high level of accuracy and attention to detail
Developing a deep understanding of clients' financial needs, goals, and overall wealth management strategies
Taking increasing ownership of client relationships and responsibilities as knowledge and experience grow
Supporting additional wealth management and client service initiatives as needed