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Financial Planning Assistant — Path to Associate Advisor
Job in
Gaithersburg, Montgomery County, Maryland, 20883, USA
Listed on 2026-06-21
Listing for:
Threadneedle group
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Threadneedle group, based in Maryland, is seeking a full-time position to support its financial practices by collecting and analyzing clients' financial data. The role focuses on assisting client services, developing financial plans, and ensuring compliance with financial regulations.
This position offers a salary range of $30,000 to $60,000, with opportunities for growth and bonuses upon achieving licenses. Ideal candidates will develop their financial advising skills under the mentorship of seasoned professionals.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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