Jobs

Client Services Professionals

An independent boutique Wealth Management firm in Rockville, MD is looking for Client Services Professionals for their growing team.

What is so unique about these opportunities:

• Real growth opportunities. To those aspiring to grow their careers from a support role to becoming an operations manager or a financial advisor.
• Great Culture. A growing boutique firm with a family-oriented environment, a minority owned and operated that prioritize diversity, equity, and inclusion
• Big firm support. Being part of large network that provides support in the areas of IT, Human Resources, but also providing a Benefit Package only experience at large organizations, such as matching 401K, 18 days PTO, etc.

If you are starting your career or a season Client Services Professional, let’s talk.

Location: Rockville, MD

Compensation: 60-75k base + bonus.