International Search Consultants
Wealth Planning Associate
International Search Consultants, Baltimore, Maryland, United States, 21276
International Search Consultants provided pay range
This range is provided by International Search Consultants. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $70,000.00/yr - $80,000.00/yr
Direct message the job poster from International Search Consultants
Wealth Planning Associate — Washington, DC (Hybrid: Two Days in Office) ISC’s team of Financial Services Recruiters is partnering with a leading Wealth Advisory firm in DC on an opportunity open due to growth. This is an established, independent firm serving high-net-worth families and individuals, known for its collegial culture, long-term career development, and commitment to promoting from within.
This role is ideal for someone early in their wealth management career who wants to learn the full client‑advisory process — from planning and investment implementation to direct client interaction — within a highly respected, growth‑oriented firm.
What You’ll Do
Support senior advisors in delivering personalized wealth planning and investment management solutions.
Prepare and participate in client meetings; handle follow-ups and ongoing requests.
Assist with portfolio analysis, trading, and account activity (once appropriately licensed).
Gather client data, build financial plans in eMoney, and contribute to strategy discussions.
Participate on the firm’s Investment Committee — contributing to research, strategy discussions, and industry conference insights.
Partner with the client service team on new accounts, transfers, and cash movement.
Collaborate on internal initiatives to streamline processes and enhance the client experience.
What We’re Looking For
1–3 years of experience in financial services — RIA, family office, or private wealth setting preferred.
Bachelor’s degree in Finance, Business, or related field.
Strong attention to detail, communication skills, and client-first mindset.
Familiarity with CRM systems and financial planning tools (eMoney, Morningstar, etc.).
Desire to pursue the CFP® or long-term career in wealth management.
If you’re looking for a firm that values mentorship, technical growth, and long-term relationships — this is an outstanding next step.
Interested? Reach out with your resume to
TaraP@iscjobs.com
#J-18808-Ljbffr
Base pay range $70,000.00/yr - $80,000.00/yr
Direct message the job poster from International Search Consultants
Wealth Planning Associate — Washington, DC (Hybrid: Two Days in Office) ISC’s team of Financial Services Recruiters is partnering with a leading Wealth Advisory firm in DC on an opportunity open due to growth. This is an established, independent firm serving high-net-worth families and individuals, known for its collegial culture, long-term career development, and commitment to promoting from within.
This role is ideal for someone early in their wealth management career who wants to learn the full client‑advisory process — from planning and investment implementation to direct client interaction — within a highly respected, growth‑oriented firm.
What You’ll Do
Support senior advisors in delivering personalized wealth planning and investment management solutions.
Prepare and participate in client meetings; handle follow-ups and ongoing requests.
Assist with portfolio analysis, trading, and account activity (once appropriately licensed).
Gather client data, build financial plans in eMoney, and contribute to strategy discussions.
Participate on the firm’s Investment Committee — contributing to research, strategy discussions, and industry conference insights.
Partner with the client service team on new accounts, transfers, and cash movement.
Collaborate on internal initiatives to streamline processes and enhance the client experience.
What We’re Looking For
1–3 years of experience in financial services — RIA, family office, or private wealth setting preferred.
Bachelor’s degree in Finance, Business, or related field.
Strong attention to detail, communication skills, and client-first mindset.
Familiarity with CRM systems and financial planning tools (eMoney, Morningstar, etc.).
Desire to pursue the CFP® or long-term career in wealth management.
If you’re looking for a firm that values mentorship, technical growth, and long-term relationships — this is an outstanding next step.
Interested? Reach out with your resume to
TaraP@iscjobs.com
#J-18808-Ljbffr