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Wealth Management Associate — Advisory Career
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-02-16
Listing for:
The Baldwin Group
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading insurance brokerage firm in Bethesda, Maryland is seeking a Wealth Management Advisor. This early-career position involves supporting senior advisors in delivering comprehensive financial planning and wealth management services. The ideal candidate has 1-2 years of relevant experience and a strong service-oriented mindset. Responsibilities include assisting in developing financial plans, participating in client meetings, and responding to inquiries. An interest in pursuing relevant industry certifications is encouraged.
Competitive annual salary starts at $65,000 and is negotiable at hire.
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Position Requirements
10+ Years
work experience
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