Wealth Management Professional

6 days ago


Sparks Glencoe, United States SC&H Group Full time
About the Role

SC&H Group is seeking a highly motivated and experienced Wealth Management Professional to join our team as an Associate Wealth Advisor. This is an exciting opportunity for a motivated individual who wants to advance their career in wealth management and become a trusted advisor to our clients.

Key Responsibilities
  • Shadow and learn from experienced Wealth Advisors to gain a comprehensive understanding of the role
  • Develop and maintain long-standing client relationships by providing strategic investment advisory services, retirement planning, family wealth planning, estate planning, and tax planning
  • Participate in client meetings and contribute to the development of personalized financial plans
  • Cultivate relationships with SC&H Group employees in other service lines to generate additional leads and identify opportunities for cross-selling
  • Collaborate with the client services department to ensure seamless delivery of services
Requirements
  • 2+ years of experience in a related field
  • Series 65 preferred, but not required if a Series 7 or 66 has already been obtained
  • Interest in pursuing the CFP certification
  • Strong interpersonal skills and ability to build trust with clients
  • Outstanding work ethic and ability to work in a fast-paced environment
About SC&H Group

SC&H Group is a national consulting and financial services firm that values trusted personal relationships and a passion for driving results. Our expert capabilities and exceptional service have shaped our longstanding reputation for excellence and impressive growth. We are committed to fostering partnerships that deliver success for our clients, colleagues, and community.

We have been recognized as a 'best place to work' by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting. Our success is driven by 11 diverse practices, 400 employees, and a client base of rapidly growing startups to world-renowned Fortune 500 companies.



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