Service Advisor – Private Wealth

North Bethesda, MD (Onsite) |
Up to $110K Base + Performance Bonus + Full Benefits

We’ve partnered with a respected and growing private wealth management firm in the Bethesda area seeking a client-facing Service Advisor to join its advisory team.

This is an excellent opportunity for a licensed financial professional with wealth management experience who wants meaningful client interaction, hands‑on financial planning responsibility, and a clear path toward expanded advisory leadership.

This is not a back‑office role. This position offers real client exposure and strategic involvement in planning and investment decisions.

• Prepare and update comprehensive financial plans for high‑net‑worth clients
• Participate in client meetings in first‑ and second‑chair capacities
• Present planning recommendations and support investment discussions
• Conduct investment analysis and assist with portfolio construction and rebalancing
• Develop asset allocation strategies and Investment Policy Statements
• Coordinate onboarding of new clients and asset transfers
• Respond to client inquiries with professionalism and urgency
• Collaborate with senior advisors and the investment committee
• Identify opportunities to deepen relationships and increase wallet share
• Support client retention through proactive communication and exceptional service

• 4+ years of financial planning or wealth management experience (Financial Services).
• Active Series 7 and 66 licenses (required).
• CFP® designation or actively pursuing certification preferred.
• Strong public speaking and client presentation skills.
• Excellent project and time management abilities.
• High attention to detail and planning accuracy.
• Client‑first mindset with strong relationship‑building skills.

MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at