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Advisor Success Associate Strategy
Job in
Potomac, Montgomery County, Maryland, 20854, USA
Listed on 2025-11-29
Listing for:
NFP Corp
Full Time
position Listed on 2025-11-29
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial advisory firm in Potomac is seeking an Advisor Success Associate to support its growing network of advisors. The role involves strategic planning support, managing advisor communications, and developing resources to assist advisors in optimizing their practices. Ideal candidates should have a relevant degree and a minimum of three years' experience in wealth management. The position offers a competitive salary range of $85,000 – $105,000 with additional performance incentives.
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Position Requirements
10+ Years
work experience
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