layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Associate Wealth Manager
Network Firms
Bethesda, MD
Source: Network Firms careers · View original posting
- Pay
- $75,000 — $90,000 USD per year
Employer job description
From Network Firms's posting. “We” and “our” refer to the employer.
Since joining Focus Financial Partners in 2016, XML Financial Group has been growing our client assets we service from $500M to nearly $4B today with offices in multiple states and over 50+ team members. We have been able to expand our team and the capabilities in how we service our clients and do financial planning and asset management.
XML is looking to add an Associate Wealth Manager to work closely with senior advisors and the broader client service team to provide high-quality service to clients and support the day-to-day management of an established book of business. This individual will play an important role in servicing client relationships, coordinating with multiple custodians, and ensuring clients receive a seamless and high-touch experience.