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CWM, Personal Financial Management, Wealth Manager, Associate Bethesda, MD
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- Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
- Advise clients in the areas of investment, tax retirement, education, insurance and estate planning, working closely with the Managing Director, Relationship Manager and Director of Operations to support overall planning needs as well as company objectives.
- Take a holistic view of each client’s financial needs and goals under the direction and supervision of the Managing Director ensuring clients remain on track to obtain goals.
- Must have either Series 7 and Series 66 OR Series 65.
- Certified Financial Planner or Charted Financial Analyst designation is highly desired.
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