Associate Wealth Manager

Focus Financial Partners•Bethesda, MD

4d•Hybrid

About The Position

XML Financial Group, part of Focus Financial Partners, is seeking an Associate Wealth Manager to join their growing team. Since 2016, the firm has seen significant growth in client assets, now managing nearly $4B. 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, and ensure clients receive a seamless, high-touch experience. The position requires 3 days per week in the Bethesda, MD office, with a preference for candidates living nearby. This role offers significant opportunity for professional growth and development within the firm.

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.
Series 7 and Series 66 licenses required.
Strong understanding of wealth management, investment products, and financial markets.
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

Experience supporting financial advisors, Wealth Managers, or high-net-worth clients strongly preferred.
Experience working with multiple custodians and complex client accounts preferred.
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.