Financial Planner Services Advisor
Location: Rockville, MD
The Financial Planner Service Advisor partners with a Lead Advisor to support and grow an established client base. This role offers a clear path for advancement and provides hands-on experience across all aspects of financial planning and investment management.
Responsibilities include participating in client meetings, preparing and presenting financial plans, conducting investment analysis using a variety of planning and portfolio tools, developing investment recommendations, and executing trades. The Service Advisor plays a key role in delivering an exceptional client experience, strengthening relationships, and contributing to client retention and growth.
This position is designed for a motivated professional seeking to deepen technical expertise, build client-facing skills, and progress toward a Lead Advisor role.
People should be within a good commuting distance as it in onsite with Friday as remote
Financial Planner Services Advisor · Merit 321