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Financial Advisor Financial Consultant

Wealth Planning Advisor: Client Solutions

Job in Rockville, Montgomery County, Maryland, 20849, USA
Listing for: Bluespring Wealth Partners
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm in Rockville is seeking a knowledgeable Service Advisor to manage and enhance client relationships. This role emphasizes exceptional service, preparation of financial plans, and collaboration with lead advisors. Candidates should have over 4 years of experience, strong communication skills, and required certifications in the financial industry. This position offers a supportive work environment with competitive pay and opportunities for professional growth.
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