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Associate Financial Advisor - Holistic Wealth Planner
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-22
Listing for:
Strategic Financial Associates, LLC
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Strategic Financial Associates, LLC is seeking an Associate Financial Advisor for a full-time, on-site position in Bethesda, MD. The role supports senior advisors in gathering client data, preparing comprehensive financial plans, and assisting with recommendations across insurance, investments, retirement and estate planning.
You will participate in client meetings and help document action items. The ideal candidate has a finance-related bachelor's degree, strong analytical skills, and excellent
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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