Wealth Management Client Associate (FP)

Provide client service support to multiple Financial Advisors, helping clients pursue their goals through personalized service, education on banking offerings, and timely, accurate client materials. Serve as the primary client contact to address service needs, support operational excellence and risk management, deepen client relationships by integrating banking solutions, and assist with team coverage during absences. Demonstrate a client-centric mindset, adaptability to new information and technology platforms, strong communication, and proficiency with MS Word/Excel/PowerPoint and Salesforce. Prior experience or pursuing FINRA licenses (SIE, Series 7 and/or Series 66) is desired; candidates with up to 5 years of related experience and a focus on exceptional client experience are preferred. This role emphasizes in-office attendance in Annapolis, MD, with flexibility based on role-specific considerations.