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Junior Wealth Advisor - Client-Focused Growth Path

MOHR Talent, Bethesda, MD, United States


MOHR Talent is seeking a Junior Wealth Advisor to manage and support relationships with clients in Bethesda, Maryland. The role involves preparing and updating financial plans, analyzing investments, and collaborating with senior advisors. Candidates should have at least 4 years of experience in financial services, a Bachelor’s degree, and necessary licenses (Series 7 and Series 66). The position offers a base salary plus a 15% incentive bonus, fostering a strong client service environment.
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