Wealth Management Service Advisor

2 months ago

Towson, United States PeopleShare Full time
PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth management services to their growing client base.
**Must have a Series 7 and Series 66 or Series 63 and 65 certification**
Wealth Management Service Advisor Job Details: 
  • Schedule: Monday-Friday, 8:00am-4:30pm 
  • Pay Rate: $90,000/year plus quarterly bonuses and benefits package
     
Wealth Management Service Advisor Job Description: The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. The ideal candidate recognizes the unique opportunity offered here to learn from and grow with a well-established wealth advisory team serving the retiree, high net worth (“HNW”) and affluent markets. This position involves client interaction, requiring a professional demeanor and appearance, and the ability to cultivate relationships and garner trust.  This position has daily interaction with the client services team providing practical guidance. 
  • Specialist will be well-versed in eMoney software, providing hands-on assistance to clients with onboarding to the software, via phone or in person
  • Ensure that all data in eMoney is accurate, including asset allocation, and new accounts/transitions are incorporated in tandem with Albridge (data aggregation and performance reporting tool)
  • Contribute to the development of comprehensive financial plans by interpretation of information from client meetings, financial and other statements. Debrief with Lead Advisor and periodically attend client meetings
  • Be the resident expert in planning techniques and assumptions.  Update software annually with capital market assumptions; create models in eMoney; review quarterly or as needed
  • Assist lead advisor with evaluation of current portfolios, new portfolio construction and proposal development.
  • Be the resident expert in portfolio holdings, popular stocks, alternatives, third party offerings; stay abreast of market trends


 Wealth Management Service Advisor Job Requirements: 
  • FINRA SIE, Series 7, and Series 66 is required
  • A BA degree is required, preferably in finance, financial planning, accounting, or business; Graduate degree from business school would be a plus
  • Strong math, accounting, analytical, research and technical skills are mandatory
  • 5 years prior experience in investments/financial Planning, in a similar role is necessary
  • Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams, (or similar financial, portal and CRM software.)
  • Excellent verbal and written communication skills and strong attention to detail is a must. 


PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs across 8 states. Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.
PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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