Wealth Management Specialist

3 weeks ago


Annapolis, Maryland, United States Financial Growth Partners Full time

Job Overview

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The Financial Growth Partners is seeking a seasoned Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional service to our high net worth clients, helping them navigate complex financial situations and achieve their long-term goals.

Your expertise in investment analysis and strategy development will be invaluable in this role. You will work closely with clients to understand their financial objectives and develop customized plans to meet their needs. Your strong communication and interpersonal skills will enable you to build trust with clients and deliver results-driven recommendations.

In return for your expertise and dedication, we offer a competitive salary of $90,000 - $110,000 per year, plus additional earnings potential through commissions. Our comprehensive benefits package includes health, dental, and vision insurance, as well as a 401(k) plan with match and Roth options.



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