Associate Wealth Manager

Since joining Focus Financial Partners in 2016, XML Financial Group has been growing our client assets we service from $500M to nearly $4B today with offices in multiple states and over 50+ team members. We have been able to expand our team and the capabilities in how we service our clients and do financial planning and asset management. 

XML is looking to add an Associate Wealth Manager to work closely with senior advisors and the broader client service team to provide high-quality service to clients and support the day-to-day management of an established book of business. This individual will play an important role in servicing client relationships, coordinating with multiple custodians, and ensuring clients receive a seamless and high-touch experience.

This position requires employees to work 3 days per week in the Bethesda, MD office, with a preference for candidates located within approximately a 5-7 mile radius due to traffic and commute considerations.

Primary Responsibilities:

The Associate Wealth Manager will support an established book of business and work alongside senior advisors and Client Service Associates to deliver exceptional service to clients. The role is primarily focused on client servicing and relationship support, wit