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Financial Advisor

Investment Client Advisor Associate - Reports & Research

Job in Cockeysville, Baltimore City, Maryland, 21030, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking an Associate Client Advisor in Cockeysville, MD. The role involves supporting Client Advisors with institutional and private clients, managing client relations, and preparing for Investment Committee meetings. Candidates should have 5-10 years of investment management experience, strong organizational skills, and proficiency in MS Office and CRM software. A commitment to obtaining an investment advisor license is required.

Competitive compensation and benefits are offered.
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Position Requirements
10+ Years work experience
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