Current jobs related to Wealth Management Service Advisor - Towson - PeopleShare

  • Wealth Management Service Advisor

    5 days ago

    towson, United States PeopleShare Inc 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...

  • Wealth Management Service Advisor

    2 months ago

    Towson, United States PeopleShare Inc 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...

  • Wealth Management Service Advisor

    2 weeks ago

    Towson, United States PeopleShare Full time

    Wealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a key role within our team, responsible for delivering exceptional wealth management services to our clients. This position requires a strong understanding of financial planning and investment strategies, as well as excellent communication and interpersonal skills.Key...

  • Wealth Management Service Advisor

    4 weeks ago

    Towson, Maryland, United States PeopleShare Inc Full time

    Wealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a key role within our team, responsible for providing exceptional client service and support. This position involves interacting with clients, cultivating relationships, and garnering trust. The ideal candidate will be well-versed in eMoney software, providing hands-on...

  • Wealth Management Service Advisor

    7 days ago

    Towson, United States PeopleShare Full time

    Wealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. This role involves client interaction, requiring a professional demeanor and appearance, and the ability to cultivate relationships and garner trust.Key Responsibilities:Provide hands-on...

  • Wealth Management Service Advisor

    2 weeks ago

    Towson, United States PeopleShare Full time

    Wealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a key role within our team, responsible for delivering exceptional wealth management services to our clients. This position requires a strong understanding of financial planning and investment strategies, as well as excellent communication and interpersonal skills.Key...

  • Wealth Management Service Advisor

    1 month ago

    Towson, United States PeopleShare Full time

    Wealth Management Service Advisor Job SummaryPeopleShare is seeking a highly skilled Wealth Management Service Advisor to join our team. As a key member of our wealth advisory team, you will be responsible for providing exceptional client service, cultivating relationships, and garnering trust with our clients.Key Responsibilities:Provide hands-on assistance...

  • Wealth Management Service Advisor

    2 weeks ago

    Towson, Maryland, United States PeopleShare Inc Full time

    Wealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a key role within our team, responsible for delivering exceptional wealth management services to our clients. This position requires a professional demeanor and the ability to cultivate relationships and garner trust.Key Responsibilities:Provide hands-on assistance to...

  • Wealth Management Service Advisor

    1 week ago

    Towson, MD, United States PeopleShare Inc 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...

  • Financial Planner

    1 month ago

    Towson, United States Partnership Wealth Management Full time

    Position OverviewWe are seeking a dedicated and knowledgeable Financial Planner to join our team. The ideal candidate will have a strong background in financial concepts and sales, with financial planning and wealth management expertise.This role requires excellent attention to detail, organizational skills, ability to complete multiple tasks in a timely...

  • Financial Planner

    1 month ago

    Towson, United States Partnership Wealth Management Full time

    Position OverviewWe are seeking a dedicated and knowledgeable Financial Planner to join our team. The ideal candidate will have a strong background in financial concepts and sales, with financial planning and wealth management expertise.This role requires excellent attention to detail, organizational skills, ability to complete multiple tasks in a timely...

  • Investment Portfolio Manager

    7 days ago

    Towson, United States Bank of America Full time

    Job Summary:As an Investment Manager Specialist at Bank of America, you will play a crucial role in delivering exceptional investment solutions to our clients. This position requires a deep understanding of investment management best practices, policies, and procedures. You will be responsible for providing operational support and quality client service...

  • Automotive Service Manager

    2 weeks ago

    Towson, United States Midas Full time

    Job Summary:As a Midas Store Manager, you will be responsible for leading a team of automotive technicians and service advisors to deliver exceptional customer service and drive business growth. Your primary focus will be on managing store operations, including inventory management, cost control, and environmental compliance. You will also be responsible for...

  • Investment Portfolio Specialist

    1 week ago

    Towson, United States Bank of America Full time

    Job Description:We are seeking a skilled Investment Portfolio Specialist to join our team at Bank of America. As an Investment Portfolio Specialist, you will be responsible for performing specialized functions across a Financial Advisors team, including defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...

  • Investment Portfolio Specialist

    7 days ago

    Towson, United States Bank of America Full time

    Job Summary:This role is responsible for providing specialized support to a team of Financial Advisors, focusing on investment management and business development activities.Key Responsibilities:Defining the overall investment management philosophy for a Financial Advisor or team through portfolio analysis.Providing operational support and quality client...

  • Financial Aid Advisor

    1 week ago

    Towson, United States Education Affiliates Full time

    POSITION OBJECTIVE: T he Financial Aid Advisor is responsible for assisting students to correctly complete applications for federal, state, and local student financial assistance programs. The Financial Aid Advisor must also accurately maintain paper files and computer records required by Education Affiliates standards and by government/agency regulations. ...

  • Sales Advisor

    2 weeks ago

    Towson, Maryland, United States Warby Parker Full time

    About the RoleWarby Parker is seeking a highly motivated and customer-focused Sales Advisor to join our team. As a Sales Advisor, you will be responsible for delivering exceptional customer service, providing product knowledge, and creating a memorable shopping experience for our customers.Key ResponsibilitiesCommunicate Warby Parker's values and brand...

  • Sales Advisor

    3 weeks ago

    Towson, Maryland, United States Warby Parker Full time

    About the RoleWarby Parker is seeking a highly skilled and motivated Sales Advisor to join our team. As a Sales Advisor, you will be responsible for delivering exceptional customer service, providing product knowledge, and driving sales growth.Key ResponsibilitiesCommunicate Warby Parker's values and brand philosophy to customersDelight customers through...

  • Wealth Manager

    7 days ago

    Towson, United States Williams Financial Group LLC Part time

    Job DescriptionJob DescriptionPart time work that can quickly lead to a full time opportunity. Broad variety of client relation tasks including, investment and insurance business processing, handling correspondence with client check requests, and management of CRM software. A strong command of technology is needed.

  • Automotive Service Manager

    2 weeks ago

    Towson, Maryland, United States Midas Full time

    About the RoleWe are seeking a seasoned Automotive Service Manager to lead our team at Midas. As a key member of our management team, you will be responsible for driving business operations and store performance, promoting customer satisfaction and retention, and fostering a collaborative and productive work culture.Key ResponsibilitiesRecruit, hire, train,...

Wealth Management Service Advisor

5 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.
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.
IND23