JOB DETAILS

Associate Wealth Advisor

SC&H Group • Full-time • Sparks Glencoe, Maryland, United States • 3w ago

SC&H Wealth is experiencing growth and searching for an Associate Wealth Advisor to join the team. This is the ideal opportunity for a motivated candidate who wants to ultimately become a Wealth Advisor as it provides a clear path for advancement. As an Associate Wealth Advisor with SC&H, you will learn the role of a Wealth Advisor from top to bottom. You will shadow and learn all aspects of the process including: identifying new prospects, develop and maintain long standing client relationships by providing strategic investment advisory services, retirement planning, family wealth planning, estate planning and tax planning. You will be involved in client meetings and begin to build your career as a Financial Advisor. You will also cultivate relationships with SC&H employees in other service lines to generate additional leads and to identify opportunities for cross selling.This individual will spend time with our client services department as part of their training.

The qualified candidate should posses the following:

2+ years experience
Series 65 preferred, but not required if a Series 7 or 66 has already been obtained
Interest in pursuing the CFP certification
Strong interpersonal skills
Outstanding work ethic
Ability to work in a fast paced environment

ABOUT SC&H

SC&H is a national consulting and financial services firm, home to people who believe in the power of trusted personal relationships. Everyone here shares a passion for driving results — a passion fueled by the genuine connections we forge. Our expert capabilities and exceptional service have shaped the firm’s longstanding reputation for excellence and impressive growth. But it’s the partnerships we foster and success we help deliver that make each day rewarding — for our colleagues, our clients, and our community.

SC&H has been deemed a “best place to work” by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting. In 2022, Inside Public Accounting recognized us as the fastest growing firm for organic growth in the United States. Our success is driven by 11 diverse practices at the intersection of finance, enterprise technology, and accounting, 400 employees, and a client base of rapidly growing startups to world-renowned Fortune 500 companies. This is the place to build lasting professional relationships, grow your skills, and fulfill your potential.

SC&H

Make it Rewarding.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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