Client Service Specialist​/Paraplanner

Client Service Specialist / Paraplanner

Morgan Wealth Advisory Group | Ellicott City, Maryland (In-Office)

Are you passionate about delivering exceptional client experiences? Morgan Wealth Advisory Group, a Private Wealth advisor practice of Ameriprise Financial is seeking a Client Service Specialist/ Paraplanner to join our dynamic financial advisory practice.

This is a key, client-facing role for someone who takes pride in delivering exceptional service, thrives in a fast-paced environment, and is interested in building a long-term career within a collaborative, team-oriented firm.

We are a well-established practice serving a focused group of high-value clients through a comprehensive financial planning approach. Our culture is respectful, collegial, and relationship-driven, with a strong emphasis on integrity, efficiency, and balance—both professionally and personally.

The ideal candidate is proactive, highly organized, personable, and capable of managing multiple priorities with confidence and independence.

• Prepare advisor for prospective and existing client meetings by briefing upcoming meetings and staying ahead of necessary to-dos. Follow through on post-meeting client service action items
• Work directly with clients to execute service needs including: account openings, transfers, account updates, and other advisory requests from advisor and/or clients.
• Prepare and update financial plans, investment allocation models, insurance proposals, and client meeting presentations.
• Manage and oversee estate settlement activities, ensuring accurate processing, timely follow-up, and a high level of client service throughout the transition.
• Support the client meeting process by providing necessary documentation and insights during client meetings.
• Maintain accurate records of client interactions, status updates and upcoming client opportunities in CRM.
• Execute other administrative tasks and other team-wide duties as needs arise.

• Work closely with the advisor to ensure client relationships run smoothly and efficiently.
• Contribute to practice initiatives that support growth, efficiency, and client satisfaction.
• Additional responsibilities may be added over time based on team needs and career goals, including exposure to planning support or research activities.

• Bachelor’s degree required.
• 2+ years of experience in client service, administrative, or operations support (financial services experience strongly preferred).
• Licensed (Series 7, Series 66);
  Maryland Life & Health Insurance license preferred or ability to obtain within nine months.
• Excellent written and verbal communication skills.
• Highly organized and detail-oriented
  , with strong interpersonal skills.
• Tech-savvy, especially with Microsoft Office and CRM tools (Salesforce preferred).
• A high degree of professionalism, integrity, and discretion.
• Strong candidates will be self-starters who thrive in a fast-paced, professional environment.

• Compensation: $26 - $33/hr., depending on experience
  • Non-Exempt
• Benefits include:
  • 401(k) with a match
  • Three weeks of PTO to start
  • Nine paid holidays
  • Health insurance benefits with up to $500 towards premiums
  • Short and long-term disability

We are a client-first wealth management practice built on comprehensive financial planning, strong relationships, and mutual respect. We value competence, integrity, and efficiency in our work—and family, health, and personal growth in our lives. We’re looking for someone who wants to be an integral part of the firm and grow alongside us for years to come.

Morgan Wealth Advisory Group is an equal opportunity employer and welcomes applicants from all backgrounds.

Submit your resume and a brief cover letter sharing why you're excited about this opportunity.