Location: Annapolis, MD
Join a respected advisory firm serving successful professionals, business owners, and retirees throughout the Mid-Atlantic region
We are partnering with a growing wealth management firm seeking an experienced Service Advisor to work with an established client base. This role is ideal for a financial professional who enjoys financial planning, relationship management, and delivering exceptional client service.
Unlike many advisor positions, success in this role is not dependent upon bringing a large book of business. The firm has clients and is looking for an advisor who can deepen relationships, provide advice, and help clients navigate important financial decisions.
If you have an existing book of business, the firm is open to exploring how those relationships could be incorporated into your practice. If you...