Sr. Wealth Management Associate (Series 7/66)

John Evans Recruiting is conducting a search for a Senior Wealth Management Associate with a Series 7 and/or Series 66 license to support a female-founder-led wealth management practice based in Towson, MD . Our client is one of the top female wealth advisors in the United States, and she is looking for a trusted employee to support her 5-employee firm serving high-net-worth (HNW) clients nationally. The Senior Wealth Management Associate will be heavily involved in client service, investment operations, financial planning support, and practice management. This position is based 4-5 days a week in the Towson office. Key Responsibilities Serve as a primary point of contact for day-to-day HNW client service needs. Respond to client requests and coordinate meetings, agendas, and follow-up. Assist with client onboarding, account opening, transfers, trades, distributions, and other transactions. Prepare reports, presentations, financial planning materials, and client correspondence. Support the Wealth Advisor with client meetings, investment reviews, and implementation of recommendations. Coordinate with custodians, investment firms, insurance companies, and other professional advisors. Maintain accurate client records and CRM information. Track outstanding items and ensure timely follow-up. Support compliance, documentation, audits, and practice management. Help improve internal systems, processes, and workflows. Communicate regularly with advisors regarding client needs and activity. Qualifications 10+ years of experience in wealth management, financial services, or financial planning preferred. Series 7 required and Series 66 preferred ; clean FINRA record and successful background check. Strong understanding of investments and financial planning. Excellent organizational, communication, and time-management skills. Exceptional attention to detail and accuracy. Professional, polished, and client-service oriented. Ability to manage multiple priorities independently. Proficiency with Microsoft Office, CRM systems (Redtail or similar), and financial planning/investment technology (eMoney). Compensation $90,000–$100,000 + $20,000–$40,000 bonus Benefits 100% paid medical, dental, vision, life & disability insurance; 401(k) with match Dress Professional business attire; casual Fridays; professional attire required for Zoom calls #J-18808-Ljbffr John Evans Recruiting