Client Relationship Advisor – Wealth Management
MOHR Talent, North Bethesda, MD, United States
Client Relationship Advisor – Wealth Management
North Bethesda, MD
$85,000-100,000 salary+ Bonus
About the Opportunity I’m partnering with a well-established private wealth firm seeking a
Client Relationship Advisor – Wealth Management
to support and manage existing client relationships alongside senior leadership. This is a client-facing advisory role for someone who understands financial planning, portfolio management, and investments – and wants to grow within a high-touch wealth environment.
You’ll help prepare and deliver financial plans, analyze investments, rebalance portfolios, and actively participate in client meetings. The focus is straightforward: deliver exceptional service, retain clients, and help expand relationships.
What You’ll Be Doing
Prepare and update comprehensive financial plans
Conduct investment analysis and develop portfolio recommendations
Support asset allocation strategy and portfolio rebalancing
Participate in client meetings and present planning insights
Manage follow-ups, client requests, and service deliverables
Assist with new client onboarding and asset transfers
Identify opportunities to strengthen relationships and generate referrals
What They’re Looking For
4+ years of experience in wealth management
Strong financial planning and investment knowledge
Series 7 & 66
preferred
CFP preferred (or willingness to pursue)
Confident communicator with strong client-facing skills
Organized, detail-oriented, and proactive
Why It’s Worth Exploring
Base salary +bonus
High client exposure and strategic involvement
Growth opportunity within a stable, client-focused firm
Direct collaboration with senior advisors
If you’re licensed, client-focused, and ready to take on more advisory responsibility, this could be a strong next step.
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
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$85,000-100,000 salary+ Bonus
About the Opportunity I’m partnering with a well-established private wealth firm seeking a
Client Relationship Advisor – Wealth Management
to support and manage existing client relationships alongside senior leadership. This is a client-facing advisory role for someone who understands financial planning, portfolio management, and investments – and wants to grow within a high-touch wealth environment.
You’ll help prepare and deliver financial plans, analyze investments, rebalance portfolios, and actively participate in client meetings. The focus is straightforward: deliver exceptional service, retain clients, and help expand relationships.
What You’ll Be Doing
Prepare and update comprehensive financial plans
Conduct investment analysis and develop portfolio recommendations
Support asset allocation strategy and portfolio rebalancing
Participate in client meetings and present planning insights
Manage follow-ups, client requests, and service deliverables
Assist with new client onboarding and asset transfers
Identify opportunities to strengthen relationships and generate referrals
What They’re Looking For
4+ years of experience in wealth management
Strong financial planning and investment knowledge
Series 7 & 66
preferred
CFP preferred (or willingness to pursue)
Confident communicator with strong client-facing skills
Organized, detail-oriented, and proactive
Why It’s Worth Exploring
Base salary +bonus
High client exposure and strategic involvement
Growth opportunity within a stable, client-focused firm
Direct collaboration with senior advisors
If you’re licensed, client-focused, and ready to take on more advisory responsibility, this could be a strong next step.
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
#J-18808-Ljbffr