Wealth Manager Associate: Client Services & Growth
Focus Financial Partners
XML Financial Group, part of Focus Financial Partners, seeks an Associate Wealth Manager to work with senior advisors and the client service team. You will support day-to-day management of an established book of business and help deliver high-quality client service. The role emphasizes servicing client relationships, coordinating with custodians, and ensuring a seamless, high-touch experience for clients. Bethesda, MD, office with a hybrid schedule. #J-18808-Ljbffr Focus Financial Partners
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...Financial Group has beengrowing our client assets we service from $500M to nearly $4B today... ...financial planning and asset management. XML is looking to add an Associate Wealth Manager to work closely with... ...opportunity for professional growth as the firm's senior advisors...Work at officeLocal area3 days per week$75k - $90k
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$50k
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