Financial Services Leader

4 days ago


Gaithersburg MD USA, United States Martin Grant Associates Full time

The role of Financial Advisor/Wealth Manager at Martin Grant Associates offers a unique opportunity for career growth and development.

Key Responsibilities:
  • Launch quickly: Support existing book and receive warm referrals from current clients.
  • Cross-sell and up-sell: Leverage a goldmine of warm 401k clients to drive business growth.
  • Guide clients through the retirement maze: Provide comprehensive solutions to help clients achieve their financial goals.
  • Transition support: Assist in the transition of your book and staff to ensure a seamless handover.
  • Competitive compensation and benefits: Enjoy a competitive salary, benefits, and growth opportunities.

At Martin Grant Associates, we prioritize a stable and caring leadership team that invests in your success. Our company culture is built on diversity, inclusion, and employee feedback, ensuring a progressive and supportive work environment.

Apply now to schedule a call with our team to discuss your background and the opportunity in more detail.



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