Associate Financial Advisor
MOHR Talent, Bethesda, MD, United States
Associate Financial Advisor (Client-Focused)
Bethesda, MD
85k-100k | Depending on experience
A well‑established private wealth firm in the Bethesda area is seeking an
Associate Financial Advisor
to support senior advisors and work directly with an existing client base. This is an excellent opportunity for someone who enjoys
financial planning, client interaction, and investment strategy —without the pressure of building a book entirely from scratch.
What You’ll Be Doing
Prepare and update comprehensive financial plans
Participate in client meetings and help present recommendations
Analyze portfolios and support investment strategy decisions
Assist with onboarding new clients and asset transfers
Rebalance portfolios and monitor investment allocations
Respond to client requests and maintain strong relationships
Collaborate with senior advisors and internal teams
What We’re Looking For
4+ years of experience in wealth management or financial planning
Active Series 7 & 66 licenses (required)
Experience working directly with clients
Strong understanding of financial planning and investments
Bachelor’s degree required
CFP (or working toward it) is a plus
Compensation & Perks
Competitive base salary +
15% bonus
Established client base (no cold prospecting required)
Clear growth path into a Lead Advisor role
Collaborative, team‑oriented environment
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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Bethesda, MD
85k-100k | Depending on experience
A well‑established private wealth firm in the Bethesda area is seeking an
Associate Financial Advisor
to support senior advisors and work directly with an existing client base. This is an excellent opportunity for someone who enjoys
financial planning, client interaction, and investment strategy —without the pressure of building a book entirely from scratch.
What You’ll Be Doing
Prepare and update comprehensive financial plans
Participate in client meetings and help present recommendations
Analyze portfolios and support investment strategy decisions
Assist with onboarding new clients and asset transfers
Rebalance portfolios and monitor investment allocations
Respond to client requests and maintain strong relationships
Collaborate with senior advisors and internal teams
What We’re Looking For
4+ years of experience in wealth management or financial planning
Active Series 7 & 66 licenses (required)
Experience working directly with clients
Strong understanding of financial planning and investments
Bachelor’s degree required
CFP (or working toward it) is a plus
Compensation & Perks
Competitive base salary +
15% bonus
Established client base (no cold prospecting required)
Clear growth path into a Lead Advisor role
Collaborative, team‑oriented environment
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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