Wealth Manager Salary in Adamstown, Maryland

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG). As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as: · T

This role will be a hybrid position 3 days in and 2 days work from home and will involve an initial 90 days of 5 days/week on-site during the training period. Our client is a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on behalf of clients. We are looking for a Manager of Client Services to support our client base. The ideal Client Services Leader is an individual with experience leading client services teams in the Wealth Management industry. You will oversee a team that provides client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, charitable support as well as other client directives. Qualifications 5-10+ years overall experience in the Wealth Management industry. 5+ years leading and managing Client Services tea

Job Title: Domain/Enterprise Architect- Wealth Management Location: Plano, TX 75025 (Hybrid required 2 or 3 days onsite in week) Duration: 6-12+ Months Contract-To-Hire Rate: $DOE/Hour on 1099/CTC/W2 Positions: 2 NOTE: Needs to be local to Dallas & Has to be GC or USC Client: Confidential and Vendor: Nimble Consulting Candidate Details Required: Full Name: Current Location with Zip Code: Phone: Email: LinkedIn Must: Education Details Bachelors or Masters: Experience Skill Matrix: Total Experience: Years Total architecture experience: Years Domain/Enterprise Architect: Years Wealth Management: Years Financial Industry: Years Cloud and Hybrid architecture (AWS is preferred): Years Knowledge of security principles, authentication, authorization, and encryption: Years Knowledge of different types of databases (NoSQL): Years Knowledge on Data strategy, modelling, and architecture: Years Job Description: The Domain Architect for Wealth Management will participate in the creation and evolutio

This role will be a hybrid position 3 days in and 2 days work from home and will involve an initial 90 days of 5 days/week on-site during the training period. Our client is a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on behalf of clients. We are looking for a Manager of Client Services to support our client base. The ideal Client Services Leader is an individual with experience leading client services teams in the Wealth Management industry. You will oversee a team that provides client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, charitable support as well as other client directives. Qualifications 5-10+ years overall experience in the Wealth Management industry. 5+ years leading and managing Client Services tea

Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for an Advisor Support Generalist Wealth Management. The Advisor Support Generalist will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables. This is an excellent opportunity for an experienced client service, administrative, financial planning, and/or financial operations professional to add value to a fast-growing firm. The ideal candidate has previous financial services experience in an operations role, strong client service experience, and familiarity with CRM, portfolio accounting and repor

Why Equitable Advisors? Equitable Advisors, a provider of investment and insurance strategies, can help people define and pursue their life, retirement and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally and monetarily. Our Vision Our strategy begins and ends with our customers’ needs, goals and aspirations. We seek to provide long-term relationships and emphasize guidance, technology and performance to deliver customized strategies to consumers. Our thinking is vast, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis. Our People The people who join us come from a wide variety of backgrounds, yet they share severa