Wealth Management Associate — Client Services
Network Firms
XML Financial Group is seeking an Associate Wealth Manager to work with senior advisors and client service teams to deliver high-quality service and support the day-to-day management of an established book of business. This role emphasizes client servicing, relationship support, and coordination across custodians, with growth opportunities as leadership develops. The position requires 3 days per week in the Bethesda, MD office, with a focus on servicing high-net-worth clients and maintaining #J-18808-Ljbffr Network Firms
Vacancy posted 2 days ago
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State of Maryland
Somerset, MD4 days ago
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