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Senior Private Client Advisor, Wealth Management

Job in Baltimore, Anne Arundel County, Maryland, 21276, USA
Listing for: Veritas Partners
Full Time position
Listed on 2025-12-10
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Private Client Advisor to manage service-related activities for high-net-worth families and other entities. This role emphasizes superior client communication and proactive problem-solving. The ideal candidate should possess a Bachelor's degree, with a preference for Finance or Business, and have over ten years of experience in relevant positions, particularly with Trusts and fiduciary relationships.

Strong client service orientation is crucial. This position is full-time and based in Baltimore, Maryland.
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Position Requirements
10+ Years work experience
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