Wealth Advisory Associate - Remote-Ready Client Planning

A national wealth management firm in Towson, Maryland is looking for a Senior Advisory Associate to provide support to Wealth Advisors. This role involves maintaining financial plans, preparing client meeting materials, and managing data in financial planning software. The ideal candidate will have a Bachelor's degree and 2-4 years of industry experience, with proficiency in Microsoft Office and CRM tools. The position offers a competitive salary and a collaborative work environment that values diversity. #J-18808-Ljbffr