Wealth Planning & Client Service Specialist
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
SC&H Wealth Advisors, an SEC-registered investment advisory firm, is seeking a Client Service Specialist to support high net worth clients with investment, tax and financial planning services.
The role emphasizes effective communication, accuracy, and the ability to manage multiple projects. Candidates should have 0-2 years in financial services, MS Office skills, and a willingness to obtain Series 65/66 within six months. Maryland location.
We invite applications for the Wealth Planning & Client Service Specialist position located in Cockeysville, MD, United States.
This posting is for the Wealth Planning & Client Service Specialist role at SC&H, based in Cockeysville, MD, United States.
We are looking to fill the Wealth Planning & Client Service Specialist position at SC&H in Cockeysville, MD, United States.
The Wealth Planning & Client Service Specialist role at SC&H is now open for applications in Cockeysville, MD, United States.
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