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, with significant opportunity for professional growth as the firm's senior advisors continue to develop the next generation of leadership. Some of the responsibilities of the individual in this role will include:

• Servicing an established book of wealth management clients and serving as a trusted point of contact for day-to-day client needs
• Supporting senior Wealth Managers with ongoing client relationship management and investment-related activities
• Responding to client inquiries and requests in a timely, professional, and proactive manner
• Coordinating with Client Service Associates to ensure client requests and account needs are handled efficiently
• Supporting account opening, maintenance, transfers, money movement, and other client service activities across multiple custodians
• Preparing for and supporting client meetings, including gathering information, preparing materials, and coordinating follow-up
• Assisting Wealth Managers with portfolio reviews, client reporting, and other investment-related activities
• Monitoring client accounts and helping identify opportunities or issues requiring advisor attention
• Maintaining accurate and up-to-date client information and documentation
• Building strong relationships with clients while maintaining a high level of discretion and professionalism
• Collaborating with internal teams to provide a seamless client experience
• Managing multiple priorities and client requests while maintaining a high level of accuracy and attention to detail
• Developing a deep understanding of clients' financial needs, goals, and overall wealth management strategies
• Taking increasing ownership of client relationships